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AE Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

AE Wealth Management’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 		– Sell
-135
Closed -$15.6K – 2711
2026
Q1 		$15.6K Buy
+135
New +$16.2K ﹤0.01% 2195
2025
Q2 		– Sell
-25
Closed -$2.58K – 2190
2025
Q1 		$2.58K Sell
25
-100
-80% -$10.5K ﹤0.01% 2014
2024
Q4 		$12.8K Buy
+125
New +$13K ﹤0.01% 1812

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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

AE Wealth Management's EQWL Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026, closing a stake of 135 shares — an estimated $15.6K sold.

AE Wealth Management first reported a position in EQWL in Q4 2024 and held it in 3 quarters. The position peaked at $15.6K in Q1 2026. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 135 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $15.6K.
  • AE Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's Invesco S&P 100 Equal Weight ETF position peaked at $15.6K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.