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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Fiduciary Planning's EQWL Position: Q2 2026 in Review

Fiduciary Planning increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 2.4% in Q2 2026, buying an estimated $400K and bringing the position to 138,770 shares worth $17.9M. 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 12 quarters since. The position peaked at $27.4M in Q1 2024. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Fiduciary Planning held 138,770 shares of Invesco S&P 100 Equal Weight ETF worth $17.9M as of Q2 2026.
Fiduciary Planning bought 3,220 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $400K.
Invesco S&P 100 Equal Weight ETF made up 4.68% of Fiduciary Planning's portfolio in Q2 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 12 quarters since.
Fiduciary Planning's Invesco S&P 100 Equal Weight ETF position peaked at $27.4M in Q1 2024.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.