Cambridge Investment Research Advisors
EQWL icon

Cambridge Investment Research Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Cambridge Investment Research 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
Q2 		$23.5M Sell
181,975
-771
-0.4% -$95.8K 0.05% 368
2026
Q1 		$21.1M Buy
182,746
+9,872
+6% +$1.18M 0.05% 360
2025
Q4 		$20.4M Buy
172,874
+14,513
+9% +$1.69M 0.05% 360
2025
Q3 		$18.2M Buy
158,361
+9,672
+7% +$1.08M 0.05% 378
2025
Q2 		$16.4M Buy
148,689
+33,051
+29% +$3.41M 0.05% 380
2025
Q1 		$11.9M Buy
115,638
+4,926
+4% +$517K 0.04% 441
2024
Q4 		$11.3M Buy
110,712
+6,780
+7% +$707K 0.04% 443
2024
Q3 		$10.6M Sell
103,932
-2,497
-2% -$245K 0.04% 479
2024
Q2 		$10.1M Buy
106,429
+22,669
+27% +$2.11M 0.04% 471
2024
Q1 		$7.95M Buy
83,760
+75,006
+857% +$6.77M 0.03% 541
2023
Q4 		$766K Buy
8,754
+5,356
+158% +$435K ﹤0.01% 1833
2023
Q3 		$267K Buy
3,398
+25
+0.7% +$2.05K ﹤0.01% 2578
2023
Q2 		$275K Buy
3,373
+510
+18% +$40.1K ﹤0.01% 2607
2023
Q1 		$223K Hold
2,863
– – ﹤0.01% 2738
2022
Q4 		$214K Buy
+2,863
New +$211K ﹤0.01% 2700
2022
Q2 		– Sell
-2,621
Closed -$218K – 3102
2022
Q1 		$218K Buy
+2,621
New +$218K ﹤0.01% 2799

Other funds holding EQWL

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
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWM
Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

Cambridge Investment Research Advisors's EQWL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.42% in Q2 2026, selling an estimated $95.8K and leaving 181,975 shares worth $23.5M. The position accounts for 0.05% of the portfolio, ranked #368.

Cambridge Investment Research Advisors first reported a position in EQWL in Q1 2022 and has held it in 16 quarters since. 76 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Cambridge Investment Research Advisors held 181,975 shares of Invesco S&P 100 Equal Weight ETF worth $23.5M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 771 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $95.8K.
  • Invesco S&P 100 Equal Weight ETF made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #368 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2022 and has held it in 16 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.