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

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

Balanced Wealth Group's EQWL Position: Q1 2026 in Review

Balanced Wealth Group increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.89% in Q1 2026, buying an estimated $6.35K and bringing the position to 6,017 shares worth $693K. The position accounts for 0.25% of the portfolio, ranked #36.

Balanced Wealth Group first reported a position in EQWL in Q1 2024 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Balanced Wealth Group held 6,017 shares of Invesco S&P 100 Equal Weight ETF worth $693K as of Q1 2026.
  • Balanced Wealth Group bought 53 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $6.35K.
  • Invesco S&P 100 Equal Weight ETF made up 0.25% of Balanced Wealth Group's portfolio in Q1 2026, its #36 holding.
  • Balanced Wealth Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.