Foundations Investment Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Foundations Investment Advisors’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	$3.44M	Buy	26,674 +3,907	+17%	+$486K	0.04%	309
2026 Q1	$2.62M	Buy	22,767 +5,342	+31%	+$640K	0.03%	316
2025 Q4	$2.06M	Buy	17,425 +3,194	+22%	+$372K	0.03%	339
2025 Q3	$1.63M	Buy	14,231 +1,322	+10%	+$148K	0.02%	350
2025 Q2	$1.42M	Buy	12,909 +5,008	+63%	+$516K	0.02%	355
2025 Q1	$814K	Buy	7,901 +965	+14%	+$101K	0.02%	455
2024 Q4	$709K	Sell	6,936 -1,161	-14%	-$121K	0.01%	467
2024 Q3	$828K	Sell	8,097 -396	-5%	-$38.8K	0.02%	399
2024 Q2	$803K	Buy	8,493 +1,584	+23%	+$148K	0.02%	385
2024 Q1	$656K	Buy	+6,909	New	+$624K	0.02%	406

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

Foundations Investment Advisors's EQWL Position: Q2 2026 in Review

Foundations Investment Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 17% in Q2 2026, buying an estimated $486K and bringing the position to 26,674 shares worth $3.44M. The position accounts for 0.04% of the portfolio, ranked #309.

Foundations Investment Advisors first reported a position in EQWL in Q1 2024 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Foundations Investment Advisors held 26,674 shares of Invesco S&P 100 Equal Weight ETF worth $3.44M as of Q2 2026.
Foundations Investment Advisors bought 3,907 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $486K.
Invesco S&P 100 Equal Weight ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #309 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.