Balanced Wealth Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Balanced Wealth Group’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	$779K	Buy	6,041 +24	+0.4%	+$2.98K	0.25%	43
2026 Q1	$693K	Buy	6,017 +53	+0.9%	+$6.35K	0.25%	36
2025 Q4	$687K	Buy	5,964 +25	+0.4%	+$2.91K	0.25%	39
2025 Q3	$659K	Hold	5,939	–	–	0.29%	37
2025 Q2	$652K	Buy	5,939 +24	+0.4%	+$2.48K	0.28%	37
2025 Q1	$610K	Buy	5,915 +30	+0.5%	+$3.15K	0.29%	39
2024 Q4	$626K	Buy	5,885 +27	+0.5%	+$2.81K	0.28%	38
2024 Q3	$599K	Buy	5,858 +28	+0.5%	+$2.74K	0.27%	40
2024 Q2	$549K	Buy	5,830 +29	+0.5%	+$2.7K	0.25%	44
2024 Q1	$542K	Buy	+5,801	New	+$524K	0.24%	44

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

Balanced Wealth Group's EQWL Position: Q2 2026 in Review

Balanced Wealth Group increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.4% in Q2 2026, buying an estimated $2.98K and bringing the position to 6,041 shares worth $779K. The position accounts for 0.25% of the portfolio, ranked #43.

Balanced Wealth Group first reported a position in EQWL in Q1 2024 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Balanced Wealth Group held 6,041 shares of Invesco S&P 100 Equal Weight ETF worth $779K as of Q2 2026.
Balanced Wealth Group bought 24 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $2.98K.
Invesco S&P 100 Equal Weight ETF made up 0.25% of Balanced Wealth Group's portfolio in Q2 2026, its #43 holding.
Balanced Wealth Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

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