Focus Partners Wealth’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Focus Partners Wealth’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	$406K	Sell	3,143 -34	-1%	-$4.23K	﹤0.01%	2089
2026 Q1	$363K	Buy	3,177 +1,420	+81%	+$170K	﹤0.01%	2083
2025 Q4	$208K	Buy	+1,757	New	+$205K	﹤0.01%	2432

Other funds holding EQWL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Focus Partners Wealth's EQWL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1.1% in Q2 2026, selling an estimated $4.23K and leaving 3,143 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Focus Partners Wealth first reported a position in EQWL in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Focus Partners Wealth held 3,143 shares of Invesco S&P 100 Equal Weight ETF worth $406K as of Q2 2026.
Focus Partners Wealth sold 34 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $4.23K.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2089 holding.
Focus Partners Wealth first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.