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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $132M AUM

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

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.