Bond & Devick Financial Network
EQWL icon

Bond & Devick Financial Network’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Bond & Devick Financial Network’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
Q3 		$41.2M Sell
319,112
-551
-0.2% -$72.7K 9.94% 1
2026
Q2 		$41.2M Buy
319,663
+8,217
+3% +$1.02M 10.15% 1
2026
Q1 		$35.9M Sell
311,446
-531
-0.2% -$63.6K 10.02% 1
2025
Q4 		$36.9M Buy
311,977
+12,652
+4% +$1.47M 10.38% 1
2025
Q3 		$34.3M Buy
299,325
+17,603
+6% +$1.97M 10.32% 1
2025
Q2 		$31M Buy
281,722
+5,956
+2% +$614K 10.3% 1
2025
Q1 		$28.4M Buy
275,766
+90,847
+49% +$9.5M 10.31% 1
2024
Q4 		$18.9M Hold
184,919
– – 8.09% 1
2024
Q3 		$18.9M Buy
184,919
+63,654
+52% +$6.24M 8.09% 1
2024
Q2 		$11.5M Buy
121,265
+17,924
+17% +$1.67M 6.14% 3
2024
Q1 		$9.8M Buy
103,341
+15,250
+17% +$1.38M 5.32% 4
2023
Q4 		$7.71M Buy
88,091
+9,194
+12% +$747K 4.39% 6
2023
Q3 		$6.2M Buy
+78,897
New +$6.47M 3.99% 8

Other funds holding EQWL

Altus Wealth Management
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Forza Wealth Management
Forza Wealth Management Sarasota, Florida $346M AUM 19.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Bond & Devick Financial Network's EQWL Position: Q3 2026 in Review

Bond & Devick Financial Network reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.17% in Q3 2026, selling an estimated $72.7K and leaving 319,112 shares worth $41.2M. The position accounts for 9.94% of the portfolio, ranked #1.

Bond & Devick Financial Network first reported a position in EQWL in Q3 2023 and has held it in 13 quarters since. The position peaked at $41.2M in Q2 2026. 57 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

  • Bond & Devick Financial Network held 319,112 shares of Invesco S&P 100 Equal Weight ETF worth $41.2M as of Q3 2026.
  • Bond & Devick Financial Network sold 551 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $72.7K.
  • Invesco S&P 100 Equal Weight ETF made up 9.94% of Bond & Devick Financial Network's portfolio in Q3 2026, its #1 holding.
  • Bond & Devick Financial Network first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2023 and has held it in 13 quarters since.
  • Bond & Devick Financial Network's Invesco S&P 100 Equal Weight ETF position peaked at $41.2M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.