J.W. Cole Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

J.W. Cole Advisors’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	$1.01M	Buy	7,798 +42	+0.5%	+$5.22K	0.02%	750
2026 Q1	$894K	Buy	7,756 +282	+4%	+$33.8K	0.03%	398
2025 Q4	$883K	Sell	7,474 -475	-6%	-$55.4K	0.02%	672
2025 Q3	$912K	Buy	7,949 +485	+6%	+$54.4K	0.02%	753
2025 Q2	$821K	Sell	7,464 -36	-0.5%	-$3.71K	0.02%	738
2025 Q1	$773K	Buy	7,500 +5,098	+212%	+$535K	0.02%	622
2024 Q4	$246K	Hold	2,402	–	–	0.01%	842
2024 Q3	$246K	Buy	2,402 +1	+0%	+$98	0.01%	836
2024 Q2	$227K	Buy	2,401 +1	+0%	+$93	0.01%	801
2024 Q1	$228K	Buy	2,400 +38	+2%	+$3.43K	0.01%	792
2023 Q4	$207K	Buy	+2,362	New	+$192K	0.01%	755
2020 Q4	–	Sell	-4,966	Closed	-$297K	–	702
2020 Q3	$297K	Buy	+4,966	New	+$296K	0.02%	548

Other funds holding EQWL

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWM

Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

J.W. Cole Advisors's EQWL Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.54% in Q2 2026, buying an estimated $5.22K and bringing the position to 7,798 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #750.

J.W. Cole Advisors first reported a position in EQWL in Q3 2020 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

J.W. Cole Advisors held 7,798 shares of Invesco S&P 100 Equal Weight ETF worth $1.01M as of Q2 2026.
J.W. Cole Advisors bought 42 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $5.22K.
Invesco S&P 100 Equal Weight ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #750 holding.
J.W. Cole Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2020 and has held it in 12 quarters since.
71 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.