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 Q2	$2.71M	Buy	20,997 +4,547	+28%	+$565K	0.09%	215
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Belpointe Asset Management's EQWL Position: Q2 2026 in Review

Belpointe Asset Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 28% in Q2 2026, buying an estimated $565K and bringing the position to 20,997 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #215.

Belpointe Asset Management first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Belpointe Asset Management held 20,997 shares of Invesco S&P 100 Equal Weight ETF worth $2.71M as of Q2 2026.
Belpointe Asset Management bought 4,547 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $565K.
Invesco S&P 100 Equal Weight ETF made up 0.09% of Belpointe Asset Management's portfolio in Q2 2026, its #215 holding.
Belpointe Asset Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.