AssetMark Inc’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

AssetMark Inc’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	$5.03K	Buy	+39	New	+$4.85K	﹤0.01%	2685

Other funds holding EQWL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

AssetMark Inc's EQWL Position: Q2 2026 in Review

AssetMark Inc opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 39 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #2685 among its holdings.

88 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

AssetMark Inc held 39 shares of Invesco S&P 100 Equal Weight ETF worth $5.03K as of Q2 2026.
Invesco S&P 100 Equal Weight ETF was a new AssetMark Inc position in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2685 holding.
88 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.