Kingswood Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Kingswood Wealth 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	$1.12M	Sell	8,668 -1,135	-12%	-$141K	0.05%	382
2026 Q1	$1.13M	Sell	9,803 -107	-1%	-$12.8K	0.05%	354
2025 Q4	$1.17M	Sell	9,910 -282	-3%	-$32.9K	0.06%	322
2025 Q3	$1.17M	Sell	10,192 -1,212	-11%	-$136K	0.07%	286
2025 Q2	$1.25M	Sell	11,404 -1,682	-13%	-$173K	0.1%	221
2025 Q1	$1.35M	Sell	13,086 -1,895	-13%	-$199K	0.12%	196
2024 Q4	$1.53M	Sell	14,981 -1,569	-9%	-$164K	0.12%	189
2024 Q3	$1.69M	Sell	16,550 -564	-3%	-$55.3K	0.12%	193
2024 Q2	$1.62M	Buy	17,114 +6,528	+62%	+$608K	0.15%	142
2024 Q1	$1M	Buy	10,586 +786	+8%	+$71K	0.12%	202
2023 Q4	$858K	Buy	+9,800	New	+$797K	0.1%	222

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

Kingswood Wealth Advisors's EQWL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 12% in Q2 2026, selling an estimated $141K and leaving 8,668 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #382.

Kingswood Wealth Advisors first reported a position in EQWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2024. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Kingswood Wealth Advisors held 8,668 shares of Invesco S&P 100 Equal Weight ETF worth $1.12M as of Q2 2026.
Kingswood Wealth Advisors sold 1,135 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $141K.
Invesco S&P 100 Equal Weight ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #382 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $1.69M in Q3 2024.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.