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 Q2	$1.94M	Buy	15,036 +914	+6%	+$114K	0.03%	548
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 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

Arkadios Wealth Advisors's EQWL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 6.5% in Q2 2026, buying an estimated $114K and bringing the position to 15,036 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #548.

Arkadios Wealth Advisors first reported a position in EQWL in Q4 2024 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Arkadios Wealth Advisors held 15,036 shares of Invesco S&P 100 Equal Weight ETF worth $1.94M as of Q2 2026.
Arkadios Wealth Advisors bought 914 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $114K.
Invesco S&P 100 Equal Weight ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #548 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.