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

Clearstead 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 Q3	$10.3K	Buy	80 +70	+700%	+$9.24K	﹤0.01%	1953
2026 Q2	$1.29K	Hold	10	–	–	﹤0.01%	2626
2026 Q1	$1.15K	Sell	10 -90	-90%	-$10.8K	﹤0.01%	2015
2025 Q4	$11.8K	Buy	+100	New	+$11.7K	﹤0.01%	1851

Other funds holding EQWL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Reicon Wealth Advisors Atlanta, Georgia $184M AUM 11.19% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Clearstead Advisors's EQWL Position: Q3 2026 in Review

Clearstead Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 700% in Q3 2026, buying an estimated $9.24K and bringing the position to 80 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Clearstead Advisors first reported a position in EQWL in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q4 2025. 96 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

Clearstead Advisors held 80 shares of Invesco S&P 100 Equal Weight ETF worth $10.3K as of Q3 2026.
Clearstead Advisors bought 70 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $9.24K.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1953 holding.
Clearstead Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
Clearstead Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $11.8K in Q4 2025.
96 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.