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 Q3	$18.2M	Buy	140,909 +2,139	+2%	+$282K	4.68%	8
2026 Q2	$17.9M	Buy	138,770 +3,220	+2%	+$400K	4.68%	8
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

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Forza Wealth Management Sarasota, Florida $346M AUM 19.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Saxon Interests Houston, Texas $288M AUM 20.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

Fiduciary Planning's EQWL Position: Q3 2026 in Review

Fiduciary Planning increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1.5% in Q3 2026, buying an estimated $282K and bringing the position to 140,909 shares worth $18.2M. The position accounts for 4.68% of the portfolio, ranked #8.

Fiduciary Planning first reported a position in EQWL in Q3 2023 and has held it in 13 quarters since. The position peaked at $27.4M in Q1 2024. 57 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

Fiduciary Planning held 140,909 shares of Invesco S&P 100 Equal Weight ETF worth $18.2M as of Q3 2026.
Fiduciary Planning bought 2,139 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $282K.
Invesco S&P 100 Equal Weight ETF made up 4.68% of Fiduciary Planning's portfolio in Q3 2026, its #8 holding.
Fiduciary Planning first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2023 and has held it in 13 quarters since.
Fiduciary Planning's Invesco S&P 100 Equal Weight ETF position peaked at $27.4M in Q1 2024.
57 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.