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

Chicago Partners 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
2026
Q2 		$1.09M Sell
8,489
-8,351
-50% -$1.04M 0.02% 616
2026
Q1 		$2.04M Buy
16,840
+8,248
+96% +$988K 0.05% 322
2025
Q4 		$1.03M Buy
8,592
+3,682
+75% +$429K 0.03% 459
2025
Q3 		$577K Buy
4,910
+1,539
+46% +$173K 0.02% 617
2025
Q2 		$378K Buy
+3,371
New +$348K 0.01% 727

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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

Chicago Partners Investment Group's EQWL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 50% in Q2 2026, selling an estimated $1.04M and leaving 8,489 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #616.

Chicago Partners Investment Group first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q1 2026. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Chicago Partners Investment Group held 8,489 shares of Invesco S&P 100 Equal Weight ETF worth $1.09M as of Q2 2026.
  • Chicago Partners Investment Group sold 8,351 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $1.04M.
  • Invesco S&P 100 Equal Weight ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #616 holding.
  • Chicago Partners Investment Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's Invesco S&P 100 Equal Weight ETF position peaked at $2.04M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.