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Graney & King’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Graney & King’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 		$87.8K Sell
762
-20
-3% -$2.4K 0.05% 102
2025
Q4 		$92.4K Hold
782
– – 0.05% 96
2025
Q3 		$89.7K Sell
782
-607
-44% -$68K 0.06% 95
2025
Q2 		$153K Sell
1,389
-15
-1% -$1.55K 0.1% 70
2025
Q1 		$145K Buy
1,404
+3
+0.2% +$315 0.11% 65
2024
Q4 		$143K Buy
+1,401
New +$146K 0.11% 66

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

Graney & King's EQWL Position: Q1 2026 in Review

Graney & King reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 2.6% in Q1 2026, selling an estimated $2.4K and leaving 762 shares worth $87.8K. The position accounts for 0.05% of the portfolio, ranked #102.

Graney & King first reported a position in EQWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $153K in Q2 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Graney & King held 762 shares of Invesco S&P 100 Equal Weight ETF worth $87.8K as of Q1 2026.
  • Graney & King sold 20 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $2.4K.
  • Invesco S&P 100 Equal Weight ETF made up 0.05% of Graney & King's portfolio in Q1 2026, its #102 holding.
  • Graney & King first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's Invesco S&P 100 Equal Weight ETF position peaked at $153K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.