Great Valley Advisor Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Great Valley Advisor Group’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	$2.25M	Sell	17,411 -802	-4%	-$99.7K	0.04%	372
2026 Q1	$2.1M	Sell	18,213 -241	-1%	-$28.9K	0.04%	364
2025 Q4	$2.18M	Buy	18,454 +3,320	+22%	+$387K	0.04%	323
2025 Q3	$1.74M	Buy	15,134 +6,017	+66%	+$674K	0.03%	366
2025 Q2	$1M	Buy	+9,117	New	+$940K	0.02%	462
2023 Q1	–	Sell	-3,410	Closed	-$255K	–	722
2022 Q4	$255K	Buy	+3,410	New	+$252K	0.01%	591
2022 Q2	–	Sell	-2,526	Closed	-$210K	–	686
2022 Q1	$210K	Buy	+2,526	New	+$210K	0.01%	559

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

Great Valley Advisor Group's EQWL Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.4% in Q2 2026, selling an estimated $99.7K and leaving 17,411 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #372.

Great Valley Advisor Group first reported a position in EQWL in Q1 2022 and has held it in 7 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Great Valley Advisor Group held 17,411 shares of Invesco S&P 100 Equal Weight ETF worth $2.25M as of Q2 2026.
Great Valley Advisor Group sold 802 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $99.7K.
Invesco S&P 100 Equal Weight ETF made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #372 holding.
Great Valley Advisor Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2022 and has held it in 7 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.