Harbor Asset Planning’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Harbor Asset Planning’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	$190K	Buy	1,650 +7	+0.4%	+$838	0.16%	99
2025 Q4	$194K	Buy	1,643 +8	+0.5%	+$932	0.17%	91
2025 Q3	$188K	Buy	1,635 +6	+0.4%	+$673	0.17%	91
2025 Q2	$179K	Buy	+1,629	New	+$168K	0.17%	89

Other funds holding EQWL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

RWA

Reicon Wealth Advisors Atlanta, Georgia $132M AUM

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

Harbor Asset Planning's EQWL Position: Q1 2026 in Review

Harbor Asset Planning increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.43% in Q1 2026, buying an estimated $838 and bringing the position to 1,650 shares worth $190K. The position accounts for 0.16% of the portfolio, ranked #99.

Harbor Asset Planning first reported a position in EQWL in Q2 2025 and has held it in 4 quarters since. The position peaked at $194K in Q4 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Harbor Asset Planning held 1,650 shares of Invesco S&P 100 Equal Weight ETF worth $190K as of Q1 2026.
Harbor Asset Planning bought 7 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $838.
Invesco S&P 100 Equal Weight ETF made up 0.16% of Harbor Asset Planning's portfolio in Q1 2026, its #99 holding.
Harbor Asset Planning first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's Invesco S&P 100 Equal Weight ETF position peaked at $194K in Q4 2025.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.