Fiduciary Planning’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Fiduciary Planning’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	$15.6M	Sell	135,550 -991	-0.7%	-$119K	4.72%	7
2025 Q4	$16.1M	Sell	136,541 -1,359	-1%	-$158K	4.9%	6
2025 Q3	$15.8M	Sell	137,900 -2,613	-2%	-$293K	4.83%	6
2025 Q2	$15.5M	Sell	140,513 -17,296	-11%	-$1.78M	5.11%	6
2025 Q1	$16.3M	Sell	157,809 -15,417	-9%	-$1.62M	5.36%	6
2024 Q4	$17.7M	Sell	173,226 -18,555	-10%	-$1.93M	5.75%	6
2024 Q3	$19.6M	Sell	191,781 -27,925	-13%	-$2.74M	6.66%	6
2024 Q2	$20.8M	Sell	219,706 -69,149	-24%	-$6.44M	7.43%	6
2024 Q1	$27.4M	Buy	288,855 +7,145	+3%	+$645K	10.37%	2
2023 Q4	$24.7M	Buy	281,710 +194,321	+222%	+$15.8M	10.5%	2
2023 Q3	$6.87M	Buy	+87,389	New	+$7.17M	3.24%	9

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

Fiduciary Planning's EQWL Position: Q1 2026 in Review

Fiduciary Planning reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.73% in Q1 2026, selling an estimated $119K and leaving 135,550 shares worth $15.6M. The position accounts for 4.72% of the portfolio, ranked #7.

Fiduciary Planning first reported a position in EQWL in Q3 2023 and has held it in 11 quarters since. The position peaked at $27.4M in Q1 2024. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Fiduciary Planning held 135,550 shares of Invesco S&P 100 Equal Weight ETF worth $15.6M as of Q1 2026.
Fiduciary Planning sold 991 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $119K.
Invesco S&P 100 Equal Weight ETF made up 4.72% of Fiduciary Planning's portfolio in Q1 2026, its #7 holding.
Fiduciary Planning first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
Fiduciary Planning's Invesco S&P 100 Equal Weight ETF position peaked at $27.4M in Q1 2024.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.