Harbour Investments’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Harbour Investments’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	$16.9K	Buy	147 +82	+126%	+$9.82K	﹤0.01%	2984
2025 Q4	$7.68K	Sell	65 -5	-7%	-$583	﹤0.01%	2865
2025 Q3	$8.03K	Hold	70	–	–	﹤0.01%	2792
2025 Q2	$7.7K	Sell	70 -7,426	-99%	-$766K	﹤0.01%	2688
2025 Q1	$773K	Buy	7,496 +7,096	+1,774%	+$745K	0.02%	566
2024 Q4	$40.9K	Buy	400 +387	+2,977%	+$40.3K	﹤0.01%	1817
2024 Q3	$1.35K	Sell	13 -465	-97%	-$45.6K	﹤0.01%	3029
2024 Q2	$45.2K	Sell	478 -25,010	-98%	-$2.33M	﹤0.01%	1608
2024 Q1	$2.42M	Buy	25,488 +396	+2%	+$35.8K	0.09%	212
2023 Q4	$2.2M	Buy	25,092 +25,079	+192,915%	+$2.04M	0.09%	207
2023 Q3	$1.04K	Hold	13	–	–	﹤0.01%	2692
2023 Q2	$1.08K	Hold	13	–	–	﹤0.01%	2686
2023 Q1	$1.03K	Hold	13	–	–	﹤0.01%	2685
2022 Q4	$978	Buy	+13	New	+$959	﹤0.01%	2689
2021 Q4	$17K	Hold	192	–	–	﹤0.01%	1729
2021 Q3	$15K	Buy	192 +2	+1%	+$164	﹤0.01%	2437
2021 Q2	$15K	Hold	190	–	–	﹤0.01%	2498
2021 Q1	$14K	Buy	+190	New	+$13.7K	﹤0.01%	2406

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

Harbour Investments's EQWL Position: Q1 2026 in Review

Harbour Investments increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 126% in Q1 2026, buying an estimated $9.82K and bringing the position to 147 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Harbour Investments first reported a position in EQWL in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.42M in Q1 2024. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Harbour Investments held 147 shares of Invesco S&P 100 Equal Weight ETF worth $16.9K as of Q1 2026.
Harbour Investments bought 82 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $9.82K.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2984 holding.
Harbour Investments first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2021 and has held it in 18 quarters since.
Harbour Investments's Invesco S&P 100 Equal Weight ETF position peaked at $2.42M in Q1 2024.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.