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

EverSource 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 		$97.9K Hold
759
– – ﹤0.01% 1400
2026
Q1 		$87.5K Buy
+759
New +$90.9K ﹤0.01% 1515

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

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

EverSource Wealth Advisors held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 759 shares worth $97.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

EverSource Wealth Advisors first reported a position in EQWL in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • EverSource Wealth Advisors held 759 shares of Invesco S&P 100 Equal Weight ETF worth $97.9K as of Q2 2026.
  • EverSource Wealth Advisors left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1400 holding.
  • EverSource Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.