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 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 $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

Creative Financial Designs's EQWL Position: Q1 2026 in Review

Creative Financial Designs increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3.5% in Q1 2026, buying an estimated $74.4K and bringing the position to 18,129 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #144.

Creative Financial Designs first reported a position in EQWL in Q1 2024 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Creative Financial Designs held 18,129 shares of Invesco S&P 100 Equal Weight ETF worth $2.09M as of Q1 2026.
Creative Financial Designs bought 621 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $74.4K.
Invesco S&P 100 Equal Weight ETF made up 0.13% of Creative Financial Designs's portfolio in Q1 2026, its #144 holding.
Creative Financial Designs first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.