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CHB Investment Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

CHB Investment Group’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
2025
Q2 		$2.53M Sell
22,966
-8
-0% -$825 1.29% 39
2025
Q1 		$2.37M Sell
22,974
-364
-2% -$38.2K 1.26% 39
2024
Q4 		$2.39M Sell
23,338
-1,878
-7% -$196K 1.3% 41
2024
Q3 		$2.58M Buy
+25,216
New +$2.47M 1.37% 40

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CHB Investment Group's EQWL Position: Q2 2025 in Review

CHB Investment Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.03% in Q2 2025, selling an estimated $825 and leaving 22,966 shares worth $2.53M. The position accounts for 1.29% of the portfolio, ranked #39.

CHB Investment Group first reported a position in EQWL in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.58M in Q3 2024. 147 funds tracked by Wall St. Rank hold EQWL as of Q2 2025.

  • CHB Investment Group held 22,966 shares of Invesco S&P 100 Equal Weight ETF worth $2.53M as of Q2 2025.
  • CHB Investment Group sold 8 Invesco S&P 100 Equal Weight ETF shares in Q2 2025, an estimated $825.
  • Invesco S&P 100 Equal Weight ETF made up 1.29% of CHB Investment Group's portfolio in Q2 2025, its #39 holding.
  • CHB Investment Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's Invesco S&P 100 Equal Weight ETF position peaked at $2.58M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.