Financially Speaking’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Financially Speaking’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	–	Sell	-1	Closed	-$116	–	104
2026 Q1	$116	Sell	1 -41,289	-100%	-$4.94M	﹤0.01%	104
2025 Q4	$4.88M	Buy	+41,290	New	+$4.81M	3.16%	8

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

Financially Speaking's EQWL Position: Q2 2026 in Review

Financially Speaking sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026, closing a stake of 1 share — an estimated $116 sold.

Financially Speaking first reported a position in EQWL in Q4 2025 and held it in 2 quarters. The position peaked at $4.88M in Q4 2025. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Financially Speaking reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Financially Speaking sold 1 Invesco S&P 100 Equal Weight ETF share in Q2 2026, an estimated $116.
Financially Speaking first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and held it in 2 quarters.
Financially Speaking's Invesco S&P 100 Equal Weight ETF position peaked at $4.88M in Q4 2025.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.