Independent Advisor Alliance’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Independent Advisor Alliance’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	$369K	Sell	2,863 -22,966	-89%	-$2.85M	0.01%	771
2026 Q1	$2.98M	Buy	25,829 +23,313	+927%	+$2.79M	0.03%	443
2025 Q4	$297K	Hold	2,516	–	–	0.01%	798
2025 Q3	$289K	Hold	2,516	–	–	0.01%	782
2025 Q2	$277K	Buy	+2,516	New	+$259K	0.01%	746

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

Independent Advisor Alliance's EQWL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 89% in Q2 2026, selling an estimated $2.85M and leaving 2,863 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #771.

Independent Advisor Alliance first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.98M in Q1 2026. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Independent Advisor Alliance held 2,863 shares of Invesco S&P 100 Equal Weight ETF worth $369K as of Q2 2026.
Independent Advisor Alliance sold 22,966 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $2.85M.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #771 holding.
Independent Advisor Alliance first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
Independent Advisor Alliance's Invesco S&P 100 Equal Weight ETF position peaked at $2.98M in Q1 2026.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.