Global Retirement Partners’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Global Retirement Partners’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
2025 Q4	$280K	Buy	2,372 +2	+0.1%	+$233	0.01%	1274
2025 Q3	$272K	Buy	2,370 +1	+0%	+$112	0.01%	1022
2025 Q2	$261K	Buy	+2,369	New	+$244K	0.01%	964
2024 Q4	$207K	Buy	2,020 +300	+17%	+$31.3K	0.01%	936
2024 Q3	$176K	Buy	1,720 +1,627	+1,749%	+$159K	0.01%	967
2024 Q2	$8.79K	Hold	93	–	–	﹤0.01%	2369
2024 Q1	$8.82K	Sell	93 -22	-19%	-$1.99K	﹤0.01%	2176
2023 Q4	$10K	Buy	+115	New	+$9.35K	﹤0.01%	2068
2021 Q4	–	Sell	-295	Closed	-$24K	–	669
2021 Q3	$24K	Hold	295	–	–	﹤0.01%	1146
2021 Q2	$24K	Hold	295	–	–	﹤0.01%	1128
2021 Q1	$22K	Hold	295	–	–	﹤0.01%	1075
2020 Q4	$20K	Hold	295	–	–	﹤0.01%	1033
2020 Q3	$18K	Hold	295	–	–	﹤0.01%	960
2020 Q2	$17K	Hold	295	–	–	﹤0.01%	945
2020 Q1	$14K	Hold	295	–	–	﹤0.01%	912
2019 Q4	$18K	Hold	295	–	–	﹤0.01%	965
2019 Q3	$17K	Hold	295	–	–	﹤0.01%	956
2019 Q2	$17K	Hold	295	–	–	﹤0.01%	958
2019 Q1	$16K	Hold	295	–	–	﹤0.01%	899
2018 Q4	$14K	Hold	295	–	–	﹤0.01%	859
2018 Q3	$17K	Hold	295	–	–	﹤0.01%	869
2018 Q2	$16K	Buy	+295	New	+$15.6K	﹤0.01%	865

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 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 $260M AUM 21.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Global Retirement Partners's EQWL Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.08% in Q4 2025, buying an estimated $233 and bringing the position to 2,372 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1274.

Global Retirement Partners first reported a position in EQWL in Q2 2018 and has held it in 22 quarters since. 176 funds tracked by Wall St. Rank hold EQWL as of Q4 2025.

Global Retirement Partners held 2,372 shares of Invesco S&P 100 Equal Weight ETF worth $280K as of Q4 2025.
Global Retirement Partners bought 2 Invesco S&P 100 Equal Weight ETF shares in Q4 2025, an estimated $233.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1274 holding.
Global Retirement Partners first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2018 and has held it in 22 quarters since.
176 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.