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 Q2	$320K	Sell	2,483 -5,948	-71%	-$739K	0.02%	457
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 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

Founders Financial Securities's EQWL Position: Q2 2026 in Review

Founders Financial Securities reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 71% in Q2 2026, selling an estimated $739K and leaving 2,483 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #457.

Founders Financial Securities first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q2 2025. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Founders Financial Securities held 2,483 shares of Invesco S&P 100 Equal Weight ETF worth $320K as of Q2 2026.
Founders Financial Securities sold 5,948 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $739K.
Invesco S&P 100 Equal Weight ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #457 holding.
Founders Financial Securities first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
Founders Financial Securities's Invesco S&P 100 Equal Weight ETF position peaked at $2.19M in Q2 2025.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.