EWA
EQWL icon

EP Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

EP Wealth Advisors’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 		$20.3M Buy
157,623
+142,331
+931% +$17.7M 0.08% 179
2026
Q1 		$1.76M Buy
15,292
+12,866
+530% +$1.54M 0.01% 505
2025
Q4 		$287K Buy
+2,426
New +$283K ﹤0.01% 1164
2025
Q2 		$454K Buy
4,125
+2,630
+176% +$271K ﹤0.01% 819
2025
Q1 		$154K Hold
1,495
– – ﹤0.01% 1182
2024
Q4 		$153K Hold
1,495
– – ﹤0.01% 1144
2024
Q3 		$153K Buy
+1,495
New +$147K ﹤0.01% 1097

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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

EP Wealth Advisors's EQWL Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 931% in Q2 2026, buying an estimated $17.7M and bringing the position to 157,623 shares worth $20.3M. The position accounts for 0.08% of the portfolio, ranked #179.

EP Wealth Advisors first reported a position in EQWL in Q3 2024 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • EP Wealth Advisors held 157,623 shares of Invesco S&P 100 Equal Weight ETF worth $20.3M as of Q2 2026.
  • EP Wealth Advisors bought 142,331 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $17.7M.
  • Invesco S&P 100 Equal Weight ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • EP Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.