IWC
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Integrated Wealth Concepts’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Integrated Wealth Concepts’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 		$7.19M Buy
55,697
+7,602
+16% +$945K 0.05% 372
2026
Q1 		$5.54M Buy
+48,095
New +$5.76M 0.04% 390
2025
Q4 		– Sell
-39,856
Closed -$4.57M – 1750
2025
Q3 		$4.57M Buy
+39,856
New +$4.47M 0.04% 398

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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

Integrated Wealth Concepts's EQWL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 16% in Q2 2026, buying an estimated $945K and bringing the position to 55,697 shares worth $7.19M. The position accounts for 0.05% of the portfolio, ranked #372.

Integrated Wealth Concepts first reported a position in EQWL in Q3 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Integrated Wealth Concepts held 55,697 shares of Invesco S&P 100 Equal Weight ETF worth $7.19M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,602 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $945K.
  • Invesco S&P 100 Equal Weight ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #372 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.