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KMG Fiduciary Partners’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

KMG Fiduciary Partners’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 		$232K Hold
1,802
– – 0.02% 198
2026
Q1 		$208K Buy
+1,802
New +$216K 0.02% 260

Other funds holding EQWL

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

KMG Fiduciary Partners's EQWL Position: Q2 2026 in Review

KMG Fiduciary Partners held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 1,802 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #198.

KMG Fiduciary Partners first reported a position in EQWL in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • KMG Fiduciary Partners held 1,802 shares of Invesco S&P 100 Equal Weight ETF worth $232K as of Q2 2026.
  • KMG Fiduciary Partners left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #198 holding.
  • KMG Fiduciary Partners first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.