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EQWL icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $132M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return