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

Forza Wealth Management’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 Q3	$12.7M	Buy	98,772 +14,485	+17%	+$1.91M	3.69%	4
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Reicon Wealth Advisors Atlanta, Georgia $184M AUM 11.19% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forza Wealth Management's EQWL Position: Q3 2026 in Review

Forza Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 17% in Q3 2026, buying an estimated $1.91M and bringing the position to 98,772 shares worth $12.7M. The position accounts for 3.69% of the portfolio, ranked #4.

Forza Wealth Management first reported a position in EQWL in Q2 2025 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

Forza Wealth Management held 98,772 shares of Invesco S&P 100 Equal Weight ETF worth $12.7M as of Q3 2026.
Forza Wealth Management bought 14,485 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $1.91M.
Invesco S&P 100 Equal Weight ETF made up 3.69% of Forza Wealth Management's portfolio in Q3 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 6 quarters since.
177 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.