Envestnet Portfolio Solutions
EQWL icon

Envestnet Portfolio Solutions’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-3,623
Closed -$428K – 1345
2025
Q4 		$428K Buy
3,623
+428
+13% +$49.9K ﹤0.01% 1122
2025
Q3 		$366K Buy
+3,195
New +$358K ﹤0.01% 1162

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Envestnet Portfolio Solutions's EQWL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2026, closing a stake of 3,623 shares — an estimated $428K sold.

Envestnet Portfolio Solutions first reported a position in EQWL in Q3 2025 and held it in 2 quarters. The position peaked at $428K in Q4 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,623 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $428K.
  • Envestnet Portfolio Solutions first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Invesco S&P 100 Equal Weight ETF position peaked at $428K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.