Commonwealth Equity Services’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Commonwealth Equity Services’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	$16.3M	Buy	126,024 +5,983	+5%	+$744K	0.02%	693
2026 Q1	$13.8M	Buy	120,041 +8,433	+8%	+$1.01M	0.02%	719
2025 Q4	$13.2M	Buy	111,608 +10,938	+11%	+$1.27M	0.02%	760
2025 Q3	$11.5M	Buy	100,670 +7,263	+8%	+$814K	0.02%	842
2025 Q2	$10.3M	Buy	93,407 +10,292	+12%	+$1.06M	0.01%	890
2025 Q1	$8.57M	Buy	83,115 +9,608	+13%	+$1.01M	0.01%	951
2024 Q4	$7.52M	Buy	73,507 +4,561	+7%	+$475K	0.01%	978
2024 Q3	$7.05M	Buy	68,946 +11,335	+20%	+$1.11M	0.01%	1013
2024 Q2	$5.44M	Buy	57,611 +12,745	+28%	+$1.19M	0.01%	1137
2024 Q1	$4.26M	Buy	44,866 +19,785	+79%	+$1.79M	0.01%	1277
2023 Q4	$2.2M	Buy	25,081 +2,820	+13%	+$229K	﹤0.01%	1632
2023 Q3	$1.75M	Buy	22,261 +2,706	+14%	+$222K	﹤0.01%	1699
2023 Q2	$1.59M	Buy	19,555 +16,402	+520%	+$1.29M	﹤0.01%	1775
2023 Q1	$246	Sell	3,153 -333	-10%	-$25.8K	﹤0.01%	3131
2022 Q4	$260K	Buy	+3,486	New	+$257K	﹤0.01%	2985
2022 Q3	–	Sell	-2,910	Closed	-$207K	–	3695
2022 Q2	$207K	Buy	2,910 +9	+0.3%	+$693	﹤0.01%	3163
2022 Q1	$241K	Sell	2,901 -93	-3%	-$7.74K	﹤0.01%	3154
2021 Q4	$258K	Buy	2,994 +267	+10%	+$22.5K	﹤0.01%	3097
2021 Q3	$218K	Buy	2,727 +5	+0.2%	+$410	﹤0.01%	3201
2021 Q2	$219K	Sell	2,722 -108	-4%	-$8.52K	﹤0.01%	3191
2021 Q1	$212K	Sell	2,830 -93	-3%	-$6.69K	﹤0.01%	3082
2020 Q4	$200K	Buy	+2,923	New	+$189K	﹤0.01%	2925
2020 Q3	–	Sell	-6,209	Closed	-$350K	–	3070
2020 Q2	$350K	Sell	6,209 -2,829	-31%	-$152K	﹤0.01%	2154
2020 Q1	$432K	Sell	9,038 -4,837	-35%	-$278K	﹤0.01%	1791
2019 Q4	$855K	Sell	13,875 -171	-1%	-$10.1K	﹤0.01%	1528
2019 Q3	$802K	Buy	14,046 +436	+3%	+$24.8K	﹤0.01%	1499
2019 Q2	$769K	Sell	13,610 -288	-2%	-$16K	﹤0.01%	1519
2019 Q1	$762K	Sell	13,898 -49	-0.4%	-$2.6K	﹤0.01%	1478
2018 Q4	$678K	Buy	13,947 +8	+0.1%	+$419	﹤0.01%	1435
2018 Q3	$781K	Sell	13,939 -2,760	-17%	-$153K	﹤0.01%	1470
2018 Q2	$895K	Buy	+16,699	New	+$885K	﹤0.01%	1349

Other funds holding EQWL

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWM

Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services's EQWL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 5% in Q2 2026, buying an estimated $744K and bringing the position to 126,024 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #693.

Commonwealth Equity Services first reported a position in EQWL in Q2 2018 and has held it in 31 quarters since. 73 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Commonwealth Equity Services held 126,024 shares of Invesco S&P 100 Equal Weight ETF worth $16.3M as of Q2 2026.
Commonwealth Equity Services bought 5,983 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $744K.
Invesco S&P 100 Equal Weight ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #693 holding.
Commonwealth Equity Services first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2018 and has held it in 31 quarters since.
73 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.