Blue Chip Partners’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Blue Chip Partners’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	$442K	Sell	3,427 -125	-4%	-$15.5K	0.03%	130
2026 Q1	$409K	Buy	3,552 +2	+0.1%	+$239	0.03%	127
2025 Q4	$419K	Sell	3,550 -6	-0.2%	-$699	0.03%	118
2025 Q3	$408K	Sell	3,556 -49	-1%	-$5.49K	0.03%	117
2025 Q2	$396K	Sell	3,605 -344	-9%	-$35.5K	0.03%	118
2025 Q1	$407K	Buy	3,949 +20	+0.5%	+$2.1K	0.04%	113
2024 Q4	$402K	Buy	3,929 +12	+0.3%	+$1.25K	0.03%	114
2024 Q3	$401K	Sell	3,917 -26	-0.7%	-$2.55K	0.03%	104
2024 Q2	$373K	Sell	3,943 -15	-0.4%	-$1.4K	0.03%	104
2024 Q1	$376K	Sell	3,958 -11,800	-75%	-$1.07M	0.04%	100
2023 Q4	$1.38M	Sell	15,758 -2,558	-14%	-$208K	0.14%	65
2023 Q3	$1.44M	Sell	18,316 -4,314	-19%	-$354K	0.17%	54
2023 Q2	$1.84M	Buy	+22,630	New	+$1.78M	0.21%	56

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

Blue Chip Partners's EQWL Position: Q2 2026 in Review

Blue Chip Partners reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3.5% in Q2 2026, selling an estimated $15.5K and leaving 3,427 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #130.

Blue Chip Partners first reported a position in EQWL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q2 2023. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Blue Chip Partners held 3,427 shares of Invesco S&P 100 Equal Weight ETF worth $442K as of Q2 2026.
Blue Chip Partners sold 125 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $15.5K.
Invesco S&P 100 Equal Weight ETF made up 0.03% of Blue Chip Partners's portfolio in Q2 2026, its #130 holding.
Blue Chip Partners first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
Blue Chip Partners's Invesco S&P 100 Equal Weight ETF position peaked at $1.84M in Q2 2023.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.