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ATX Financial Planning’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

ATX Financial Planning’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 		$274K Hold
2,120
– – 0.18% 74
2026
Q1 		$244K Hold
2,120
– – 0.19% 78
2025
Q4 		$250K Buy
+2,120
New +$247K 0.19% 82

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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

ATX Financial Planning's EQWL Position: Q2 2026 in Review

ATX Financial Planning held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 2,120 shares worth $274K. The position accounts for 0.18% of the portfolio, ranked #74.

ATX Financial Planning first reported a position in EQWL in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • ATX Financial Planning held 2,120 shares of Invesco S&P 100 Equal Weight ETF worth $274K as of Q2 2026.
  • ATX Financial Planning left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up 0.18% of ATX Financial Planning's portfolio in Q2 2026, its #74 holding.
  • ATX Financial Planning first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.