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

CM Wealth 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	$20.3M	Buy	157,710 +6,574	+4%	+$817K	3.67%	8
2026 Q1	$17.4M	Buy	151,136 +33,228	+28%	+$3.98M	3.71%	9
2025 Q4	$13.9M	Buy	117,908 +1,659	+1%	+$193K	3.15%	9
2025 Q3	$13.3M	Buy	116,249 +10,267	+10%	+$1.15M	3.51%	8
2025 Q2	$11.7M	Sell	105,982 -7,564	-7%	-$780K	3.43%	8
2025 Q1	$11.7M	Buy	+113,546	New	+$11.9M	3.74%	7

Other funds holding EQWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

CM Wealth Advisors's EQWL Position: Q2 2026 in Review

CM Wealth Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.3% in Q2 2026, buying an estimated $817K and bringing the position to 157,710 shares worth $20.3M. The position accounts for 3.67% of the portfolio, ranked #8.

CM Wealth Advisors first reported a position in EQWL in Q1 2025 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

CM Wealth Advisors held 157,710 shares of Invesco S&P 100 Equal Weight ETF worth $20.3M as of Q2 2026.
CM Wealth Advisors bought 6,574 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $817K.
Invesco S&P 100 Equal Weight ETF made up 3.67% of CM Wealth Advisors's portfolio in Q2 2026, its #8 holding.
CM Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.