PWMAI
EQWL icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$41.6K Buy
322
+1
+0.3% +$124 0.01% 343
2026
Q1 		$37K Buy
321
+1
+0.3% +$120 0.01% 323
2025
Q4 		$37.8K Buy
320
+2
+0.6% +$233 0.01% 332
2025
Q3 		$36.5K Buy
318
+1
+0.3% +$112 0.01% 313
2025
Q2 		$34.9K Buy
+317
New +$32.7K 0.01% 301

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
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
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EQWL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.31% in Q2 2026, buying an estimated $124 and bringing the position to 322 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #343.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 322 shares of Invesco S&P 100 Equal Weight ETF worth $41.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 Invesco S&P 100 Equal Weight ETF share in Q2 2026, an estimated $124.
  • Invesco S&P 100 Equal Weight ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #343 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.