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

Altus 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 Q3	$41.1M	Buy	318,394 +4,684	+1%	+$618K	15.6%	3
2026 Q2	$40.5M	Buy	313,710 +4,978	+2%	+$619K	15.58%	3
2026 Q1	$35.6M	Buy	308,732 +5,904	+2%	+$707K	15.81%	3
2025 Q4	$35.8M	Buy	302,828 +2,927	+1%	+$341K	15.43%	3
2025 Q3	$34.4M	Buy	299,901 +4,512	+2%	+$506K	15.23%	3
2025 Q2	$32.5M	Buy	+295,389	New	+$30.5M	15.55%	3

Other funds holding EQWL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Reicon Wealth Advisors Atlanta, Georgia $184M AUM 11.19% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

CM Wealth Advisors Beachwood, Ohio $603M AUM 18.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Altus Wealth Management's EQWL Position: Q3 2026 in Review

Altus Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1.5% in Q3 2026, buying an estimated $618K and bringing the position to 318,394 shares worth $41.1M. The position accounts for 15.6% of the portfolio, ranked #3.

Altus Wealth Management first reported a position in EQWL in Q2 2025 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

Altus Wealth Management held 318,394 shares of Invesco S&P 100 Equal Weight ETF worth $41.1M as of Q3 2026.
Altus Wealth Management bought 4,684 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $618K.
Invesco S&P 100 Equal Weight ETF made up 15.6% of Altus Wealth Management's portfolio in Q3 2026, its #3 holding.
Altus Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 6 quarters since.
132 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Altus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.