Columbia River Financial Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Columbia River Financial 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 Q1	$4.55M	Buy	39,463 +2,055	+5%	+$246K	2.64%	12
2025 Q4	$4.42M	Sell	37,408 -1,043	-3%	-$122K	2.71%	12
2025 Q3	$4.46M	Sell	38,451 -1,312	-3%	-$147K	2.75%	12
2025 Q2	$4.36M	Sell	39,763 -1,326	-3%	-$137K	2.82%	12
2025 Q1	$4.24M	Buy	+41,089	New	+$4.31M	2.83%	12

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $132M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Columbia River Financial Group's EQWL Position: Q1 2026 in Review

Columbia River Financial Group increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 5.5% in Q1 2026, buying an estimated $246K and bringing the position to 39,463 shares worth $4.55M. The position accounts for 2.64% of the portfolio, ranked #12.

Columbia River Financial Group first reported a position in EQWL in Q1 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Columbia River Financial Group held 39,463 shares of Invesco S&P 100 Equal Weight ETF worth $4.55M as of Q1 2026.
Columbia River Financial Group bought 2,055 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $246K.
Invesco S&P 100 Equal Weight ETF made up 2.64% of Columbia River Financial Group's portfolio in Q1 2026, its #12 holding.
Columbia River Financial Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.