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 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWM

Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

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

Altus Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1.6% in Q2 2026, buying an estimated $619K and bringing the position to 313,710 shares worth $40.5M. The position accounts for 15.58% of the portfolio, ranked #3.

Altus Wealth Management first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Altus Wealth Management held 313,710 shares of Invesco S&P 100 Equal Weight ETF worth $40.5M as of Q2 2026.
Altus Wealth Management bought 4,978 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $619K.
Invesco S&P 100 Equal Weight ETF made up 15.58% of Altus Wealth Management's portfolio in Q2 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 5 quarters since.
76 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.