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Cornerstone Planning Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Cornerstone Planning 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
2025
Q4 		– Sell
-276
Closed -$32.1K – 1758
2025
Q3 		$32.1K Buy
+276
New +$30.9K 0.01% 446

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cornerstone Planning Group's EQWL Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q4 2025, closing a stake of 276 shares — an estimated $32.1K sold.

Cornerstone Planning Group first reported a position in EQWL in Q3 2025 and held it in 1 quarter. The position peaked at $32.1K in Q3 2025. 177 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 276 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $32.1K.
  • Cornerstone Planning Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Invesco S&P 100 Equal Weight ETF position peaked at $32.1K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.