AWA
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Arkadios Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$1.63M Buy
14,122
+362
+3% +$43.3K 0.03% 592
2025
Q4 		$1.63M Buy
13,760
+1,863
+16% +$217K 0.03% 517
2025
Q3 		$1.36M Buy
11,897
+967
+9% +$108K 0.03% 527
2025
Q2 		$1.2M Buy
10,930
+7,484
+217% +$772K 0.04% 501
2025
Q1 		$355K Buy
3,446
+671
+24% +$70.4K 0.01% 836
2024
Q4 		$284K Buy
+2,775
New +$289K 0.02% 740

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $132M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

Arkadios Wealth Advisors's EQWL Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 2.6% in Q1 2026, buying an estimated $43.3K and bringing the position to 14,122 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #592.

Arkadios Wealth Advisors first reported a position in EQWL in Q4 2024 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Arkadios Wealth Advisors held 14,122 shares of Invesco S&P 100 Equal Weight ETF worth $1.63M as of Q1 2026.
  • Arkadios Wealth Advisors bought 362 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $43.3K.
  • Invesco S&P 100 Equal Weight ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #592 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.