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Belpointe Asset Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Belpointe Asset Management’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 		$1.9M Buy
16,450
+1,322
+9% +$158K 0.07% 252
2025
Q4 		$1.79M Buy
15,128
+2,151
+17% +$251K 0.06% 243
2025
Q3 		$1.49M Buy
12,977
+10,079
+348% +$1.13M 0.06% 287
2025
Q2 		$319K Buy
+2,898
New +$299K 0.01% 738

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

Belpointe Asset Management's EQWL Position: Q1 2026 in Review

Belpointe Asset Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 8.7% in Q1 2026, buying an estimated $158K and bringing the position to 16,450 shares worth $1.9M. The position accounts for 0.07% of the portfolio, ranked #252.

Belpointe Asset Management first reported a position in EQWL in Q2 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Belpointe Asset Management held 16,450 shares of Invesco S&P 100 Equal Weight ETF worth $1.9M as of Q1 2026.
  • Belpointe Asset Management bought 1,322 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $158K.
  • Invesco S&P 100 Equal Weight ETF made up 0.07% of Belpointe Asset Management's portfolio in Q1 2026, its #252 holding.
  • Belpointe Asset Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.