Kingsview Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Kingsview Wealth Management’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	$1.16M	Sell	8,981 -1,073	-11%	-$133K	0.01%	711
2026 Q1	$1.16M	Buy	10,054 +4,269	+74%	+$511K	0.02%	637
2025 Q4	$684K	Buy	5,785 +2,079	+56%	+$242K	0.01%	748
2025 Q3	$425K	Buy	3,706 +936	+34%	+$105K	0.01%	855
2025 Q2	$305K	Sell	2,770 -87	-3%	-$8.97K	0.01%	939
2025 Q1	$295K	Buy	2,857 +12	+0.4%	+$1.26K	0.01%	902
2024 Q4	$291K	Buy	2,845 +486	+21%	+$50.7K	0.01%	911
2024 Q3	$241K	Buy	+2,359	New	+$231K	0.01%	955
2023 Q4	–	Sell	-5,787	Closed	-$455K	–	964
2023 Q3	$455K	Buy	+5,787	New	+$475K	0.02%	639

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

Kingsview Wealth Management's EQWL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 11% in Q2 2026, selling an estimated $133K and leaving 8,981 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #711.

Kingsview Wealth Management first reported a position in EQWL in Q3 2023 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Kingsview Wealth Management held 8,981 shares of Invesco S&P 100 Equal Weight ETF worth $1.16M as of Q2 2026.
Kingsview Wealth Management sold 1,073 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $133K.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #711 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2023 and has held it in 9 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.