Forza Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9M Buy
84,287
+5,581
+7% +$694K 3.34% 4
2026
Q1
$9.07M Buy
78,706
+11,599
+17% +$1.39M 3.16% 3
2025
Q4
$7.93M Buy
67,107
+33,680
+101% +$3.92M 2.87% 4
2025
Q3
$3.83M Buy
33,427
+29,075
+668% +$3.26M 1.47% 20
2025
Q2
$479K Buy
+4,352
New +$449K 0.2% 120

Other funds holding EQWL

Forza Wealth Management's EQWL Position: Q2 2026 in Review

Forza Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 7.1% in Q2 2026, buying an estimated $694K and bringing the position to 84,287 shares worth $10.9M. The position accounts for 3.34% of the portfolio, ranked #4.

Forza Wealth Management first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Forza Wealth Management held 84,287 shares of Invesco S&P 100 Equal Weight ETF worth $10.9M as of Q2 2026.
  • Forza Wealth Management bought 5,581 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $694K.
  • Invesco S&P 100 Equal Weight ETF made up 3.34% of Forza Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Forza Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.