Creative Financial Designs’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Creative Financial Designs’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	$2.51M	Buy	19,479 +1,350	+7%	+$168K	0.12%	160
2026 Q1	$2.09M	Buy	18,129 +621	+4%	+$74.4K	0.13%	144
2025 Q4	$2.07M	Buy	17,508 +489	+3%	+$57K	0.13%	144
2025 Q3	$1.95M	Buy	17,019 +1,256	+8%	+$141K	0.13%	145
2025 Q2	$1.73M	Buy	15,763 +2,703	+21%	+$279K	0.12%	148
2025 Q1	$1.35M	Buy	13,060 +2,150	+20%	+$226K	0.11%	158
2024 Q4	$1.12M	Buy	10,910 +859	+9%	+$89.5K	0.09%	186
2024 Q3	$1.03M	Sell	10,051 -11	-0.1%	-$1.08K	0.09%	190
2024 Q2	$951K	Buy	10,062 +801	+9%	+$74.6K	0.08%	182
2024 Q1	$879K	Buy	+9,261	New	+$836K	0.08%	180

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

Creative Financial Designs's EQWL Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 7.4% in Q2 2026, buying an estimated $168K and bringing the position to 19,479 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #160.

Creative Financial Designs first reported a position in EQWL in Q1 2024 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Creative Financial Designs held 19,479 shares of Invesco S&P 100 Equal Weight ETF worth $2.51M as of Q2 2026.
Creative Financial Designs bought 1,350 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $168K.
Invesco S&P 100 Equal Weight ETF made up 0.12% of Creative Financial Designs's portfolio in Q2 2026, its #160 holding.
Creative Financial Designs first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.