EH
EQWL icon

Equitable Holdings’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Equitable Holdings’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 		$5.38M Buy
45,555
+1,382
+3% +$165K 0.03% 413
2025
Q4 		$5.22M Buy
44,173
+5,114
+13% +$596K 0.04% 364
2025
Q3 		$4.48M Buy
39,059
+4,034
+12% +$452K 0.03% 381
2025
Q2 		$3.85M Buy
35,025
+18,561
+113% +$1.91M 0.03% 390
2025
Q1 		$1.7M Buy
+16,464
New +$1.73M 0.02% 558

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 $374B AUM 17.66% 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 $132M 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

Equitable Holdings's EQWL Position: Q1 2026 in Review

Equitable Holdings increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3.1% in Q1 2026, buying an estimated $165K and bringing the position to 45,555 shares worth $5.38M. The position accounts for 0.03% of the portfolio, ranked #413.

Equitable Holdings first reported a position in EQWL in Q1 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Equitable Holdings held 45,555 shares of Invesco S&P 100 Equal Weight ETF worth $5.38M as of Q1 2026.
  • Equitable Holdings bought 1,382 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $165K.
  • Invesco S&P 100 Equal Weight ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #413 holding.
  • Equitable Holdings first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.