Avant Capital’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Avant Capital’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 Q3	$693K	Buy	5,173 +1,172	+29%	+$155K	0.41%	44
2026 Q2	$516K	Buy	4,001 +217	+6%	+$27K	0.32%	53
2026 Q1	$436K	Sell	3,784 -22	-0.6%	-$2.63K	0.31%	52
2025 Q4	$450K	Buy	3,806 +127	+3%	+$14.8K	0.31%	52
2025 Q3	$422K	Buy	3,679 +4	+0.1%	+$448	0.3%	52
2025 Q2	$404K	Buy	3,675 +467	+15%	+$48.2K	0.31%	48
2025 Q1	$331K	Buy	3,208 +336	+12%	+$35.3K	0.28%	49
2024 Q4	$294K	Buy	+2,872	New	+$299K	0.24%	49
2023 Q3	–	Sell	-2,742	Closed	-$223K	–	57
2023 Q2	$223K	Buy	+2,742	New	+$215K	0.25%	52

Other funds holding EQWL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Reicon Wealth Advisors Atlanta, Georgia $184M AUM 11.19% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Avant Capital's EQWL Position: Q3 2026 in Review

Avant Capital increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 29% in Q3 2026, buying an estimated $155K and bringing the position to 5,173 shares worth $693K. The position accounts for 0.41% of the portfolio, ranked #44.

Avant Capital first reported a position in EQWL in Q2 2023 and has held it in 9 quarters since. 177 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

Avant Capital held 5,173 shares of Invesco S&P 100 Equal Weight ETF worth $693K as of Q3 2026.
Avant Capital bought 1,172 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $155K.
Invesco S&P 100 Equal Weight ETF made up 0.41% of Avant Capital's portfolio in Q3 2026, its #44 holding.
Avant Capital first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2023 and has held it in 9 quarters since.
177 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Avant Capital's 13F filing for Q3 2026, filed 13 Nov 2026.