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Founders Financial Securities’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Founders Financial Securities’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
Q1 		$1M Sell
8,431
-3,259
-28% -$390K 0.06% 292
2025
Q4 		$1.38M Sell
11,690
-3,356
-22% -$391K 0.08% 233
2025
Q3 		$1.73M Sell
15,046
-4,879
-24% -$547K 0.12% 172
2025
Q2 		$2.19M Buy
+19,925
New +$2.05M 0.17% 118

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $132M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return

Founders Financial Securities's EQWL Position: Q1 2026 in Review

Founders Financial Securities reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 28% in Q1 2026, selling an estimated $390K and leaving 8,431 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #292.

Founders Financial Securities first reported a position in EQWL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q2 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Founders Financial Securities held 8,431 shares of Invesco S&P 100 Equal Weight ETF worth $1M as of Q1 2026.
  • Founders Financial Securities sold 3,259 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $390K.
  • Invesco S&P 100 Equal Weight ETF made up 0.06% of Founders Financial Securities's portfolio in Q1 2026, its #292 holding.
  • Founders Financial Securities first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • Founders Financial Securities's Invesco S&P 100 Equal Weight ETF position peaked at $2.19M in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.