BFC Planning, Inc.’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
$42.3K Hold
328
– – ﹤0.01% 1646
2026
Q1
$37.8K Sell
328
-36
-10% -$4.31K ﹤0.01% 1453
2025
Q4
$43K Buy
364
+128
+54% +$14.9K ﹤0.01% 1432
2025
Q3
$27.1K Buy
+236
New +$26.5K ﹤0.01% 1427

Other funds holding EQWL

BFC Planning, Inc.'s EQWL Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 328 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

BFC Planning, Inc. first reported a position in EQWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 201 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • BFC Planning, Inc. held 328 shares of Invesco S&P 100 Equal Weight ETF worth $42.3K as of Q2 2026.
  • BFC Planning, Inc. left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1646 holding.
  • BFC Planning, Inc. first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Invesco S&P 100 Equal Weight ETF position peaked at $43K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.