IWC
EQWL icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $132M AUM
Jones Financial Companies
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 $260M AUM 21.69% 1-Year Est. Return

Integrated Wealth Concepts's EQWL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2026: 48,095 shares worth $5.54M. The stake represents 0.04% of the portfolio and ranks #390 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EQWL as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in EQWL in Q3 2025 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Integrated Wealth Concepts held 48,095 shares of Invesco S&P 100 Equal Weight ETF worth $5.54M as of Q1 2026.
  • Invesco S&P 100 Equal Weight ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Invesco S&P 100 Equal Weight ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #390 holding.
  • Integrated Wealth Concepts first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.