Cahill Financial Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Cahill Financial 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	$367K	Buy	3,189 +3	+0.1%	+$359	0.04%	214
2025 Q4	$376K	Sell	3,186 -3	-0.1%	-$350	0.04%	212
2025 Q3	$366K	Buy	3,189 +3	+0.1%	+$336	0.04%	207
2025 Q2	$350K	Buy	3,186 +2	+0.1%	+$206	0.04%	212
2025 Q1	$328K	Sell	3,184 -613	-16%	-$64.3K	0.04%	207
2024 Q4	$388K	Sell	3,797 -1,370	-27%	-$143K	0.05%	187
2024 Q3	$529K	Buy	5,167 +1,841	+55%	+$180K	0.07%	160
2024 Q2	$314K	Sell	3,326 -74	-2%	-$6.89K	0.04%	206
2024 Q1	$323K	Sell	3,400 -29	-0.8%	-$2.62K	0.04%	207
2023 Q4	$300K	Buy	3,429 +2	+0.1%	+$163	0.04%	199
2023 Q3	$269K	Buy	3,427 +1	+0%	+$82	0.04%	208
2023 Q2	$279K	Buy	3,426 +1	+0%	+$79	0.05%	205
2023 Q1	$267K	Sell	3,425 -404	-11%	-$31.3K	0.05%	204
2022 Q4	$287K	Buy	3,829 +75	+2%	+$5.53K	0.06%	190
2022 Q3	$249K	Sell	3,754 -288	-7%	-$21.4K	0.05%	192
2022 Q2	$288K	Hold	4,042	–	–	0.06%	182
2022 Q1	$337K	Sell	4,042 -4,480	-53%	-$373K	0.06%	179
2021 Q4	$736K	Sell	8,522 -37	-0.4%	-$3.12K	0.14%	130
2021 Q3	$685K	Sell	8,559 -136	-2%	-$11.2K	0.14%	134
2021 Q2	$701K	Buy	8,695 +415	+5%	+$32.7K	0.16%	120
2021 Q1	$623K	Buy	8,280 +14	+0.2%	+$1.01K	0.15%	122
2020 Q4	$566K	Buy	8,266 +750	+10%	+$48.4K	0.14%	120
2020 Q3	$450K	Hold	7,516	–	–	0.16%	114
2020 Q2	$424K	Sell	7,516 -39	-0.5%	-$2.1K	0.16%	113
2020 Q1	$362K	Buy	7,555 +35	+0.5%	+$2.01K	0.17%	109
2019 Q4	$464K	Sell	7,520 -45	-0.6%	-$2.67K	0.17%	109
2019 Q3	$433K	Buy	+7,565	New	+$430K	0.17%	112

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 $162M 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 $260M AUM 21.69% 1-Year Est. Return

Cahill Financial Advisors's EQWL Position: Q1 2026 in Review

Cahill Financial Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.09% in Q1 2026, buying an estimated $359 and bringing the position to 3,189 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #214.

Cahill Financial Advisors first reported a position in EQWL in Q3 2019 and has held it in 27 quarters since. The position peaked at $736K in Q4 2021. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Cahill Financial Advisors held 3,189 shares of Invesco S&P 100 Equal Weight ETF worth $367K as of Q1 2026.
Cahill Financial Advisors bought 3 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $359.
Invesco S&P 100 Equal Weight ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q1 2026, its #214 holding.
Cahill Financial Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2019 and has held it in 27 quarters since.
Cahill Financial Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $736K in Q4 2021.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.