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

LifeSteps Financial’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	$8.77K	Buy	+68	New	+$8.45K	﹤0.01%	440

Other funds holding EQWL

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWM

Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

LifeSteps Financial's EQWL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 68 shares worth $8.77K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

71 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

LifeSteps Financial held 68 shares of Invesco S&P 100 Equal Weight ETF worth $8.77K as of Q2 2026.
Invesco S&P 100 Equal Weight ETF was a new LifeSteps Financial position in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #440 holding.
71 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.