Beacon Pointe Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Beacon Pointe Advisors’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	$1.83M	Sell	15,858 -72	-0.5%	-$8.62K	0.01%	762
2025 Q4	$1.88M	Buy	15,930 +140	+0.9%	+$16.3K	0.01%	627
2025 Q3	$1.81M	Buy	15,790 +2,218	+16%	+$249K	0.02%	570
2025 Q2	$1.49M	Buy	13,572 +2,394	+21%	+$247K	0.02%	551
2025 Q1	$1.15M	Buy	11,178 +3,681	+49%	+$386K	0.01%	602
2024 Q4	$767K	Buy	7,497 +397	+6%	+$41.4K	0.01%	710
2024 Q3	$726K	Buy	7,100 +435	+7%	+$42.6K	0.01%	728
2024 Q2	$630K	Buy	6,665 +2,324	+54%	+$216K	0.01%	801
2024 Q1	$412K	Buy	+4,341	New	+$392K	﹤0.01%	992

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

Beacon Pointe Advisors's EQWL Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.45% in Q1 2026, selling an estimated $8.62K and leaving 15,858 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #762.

Beacon Pointe Advisors first reported a position in EQWL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q4 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Beacon Pointe Advisors held 15,858 shares of Invesco S&P 100 Equal Weight ETF worth $1.83M as of Q1 2026.
Beacon Pointe Advisors sold 72 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $8.62K.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #762 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Pointe Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $1.88M in Q4 2025.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.