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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
Q3 		– Sell
-1,802
Closed -$232K – 185
2026
Q2 		$232K Hold
1,802
– – 0.02% 198
2026
Q1 		$208K Buy
+1,802
New +$216K 0.02% 260

Other funds holding EQWL

AWM
Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KMG Fiduciary Partners's EQWL Position: Q3 2026 in Review

KMG Fiduciary Partners sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q3 2026, closing a stake of 1,802 shares — an estimated $232K sold.

KMG Fiduciary Partners first reported a position in EQWL in Q1 2026 and held it in 2 quarters. The position peaked at $232K in Q2 2026. 16 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

  • KMG Fiduciary Partners reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q3 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,802 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $232K.
  • KMG Fiduciary Partners first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2026 and held it in 2 quarters.
  • KMG Fiduciary Partners's Invesco S&P 100 Equal Weight ETF position peaked at $232K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.