Jones Financial Companies
EQWL icon

Jones Financial Companies’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Jones Financial Companies’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 		$36.2M Buy
321,461
+84,569
+36% +$10.1M 0.02% 431
2025
Q4 		$28M Buy
236,892
+57,466
+32% +$6.7M 0.02% 269
2025
Q3 		$20.5M Buy
179,426
+35,513
+25% +$3.98M 0.01% 292
2025
Q2 		$15.8M Buy
143,913
+37,459
+35% +$3.86M 0.01% 298
2025
Q1 		$10.9M Buy
106,454
+54,122
+103% +$5.68M 0.01% 302
2024
Q4 		$5.35M Buy
52,332
+33,740
+181% +$3.52M 0.01% 353
2024
Q3 		$1.9M Buy
18,592
+13,650
+276% +$1.34M ﹤0.01% 470
2024
Q2 		$467K Buy
4,942
+4,721
+2,136% +$440K ﹤0.01% 579
2024
Q1 		$21K Buy
+221
New +$20K ﹤0.01% 894

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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies's EQWL Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 36% in Q1 2026, buying an estimated $10.1M and bringing the position to 321,461 shares worth $36.2M. The position accounts for 0.02% of the portfolio, ranked #431.

Jones Financial Companies first reported a position in EQWL in Q1 2024 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Jones Financial Companies held 321,461 shares of Invesco S&P 100 Equal Weight ETF worth $36.2M as of Q1 2026.
  • Jones Financial Companies bought 84,569 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $10.1M.
  • Invesco S&P 100 Equal Weight ETF made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #431 holding.
  • Jones Financial Companies first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.