Action Point Financial Planning’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Action Point Financial Planning’s Portfolio EQWL Stock Details EQWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Buy	+2,416	New	+$300K	0.03%	349

Other funds holding EQWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Action Point Financial Planning's EQWL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 2,416 shares worth $312K. The stake represents 0.03% of the portfolio and ranks #349 among its holdings.

200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Action Point Financial Planning held 2,416 shares of Invesco S&P 100 Equal Weight ETF worth $312K as of Q2 2026.
Invesco S&P 100 Equal Weight ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #349 holding.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.