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Regatta Research & Money Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Regatta Research & Money 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 		$150K Buy
+1,163
New +$145K 0.14% 137

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

Regatta Research & Money Management's EQWL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 1,163 shares worth $150K. The stake represents 0.14% of the portfolio and ranks #137 among its holdings.

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

  • Regatta Research & Money Management held 1,163 shares of Invesco S&P 100 Equal Weight ETF worth $150K as of Q2 2026.
  • Invesco S&P 100 Equal Weight ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up 0.14% of Regatta Research & Money Management's portfolio in Q2 2026, its #137 holding.
  • 148 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.