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

Merit Financial Group’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	$7.29M	Buy	56,517 +2,822	+5%	+$351K	0.04%	331
2026 Q1	$6.19M	Buy	53,695 +2,340	+5%	+$280K	0.05%	340
2025 Q4	$6.07M	Buy	51,355 +612	+1%	+$71.3K	0.05%	311
2025 Q3	$5.82M	Buy	50,743 +127	+0.3%	+$14.2K	0.05%	284
2025 Q2	$5.57M	Buy	50,616 +704	+1%	+$72.6K	0.06%	249
2025 Q1	$5.15M	Buy	49,912 +2,967	+6%	+$311K	0.08%	219
2024 Q4	$4.8M	Buy	46,945 +7,570	+19%	+$789K	0.09%	193
2024 Q3	$4.03M	Buy	39,375 +738	+2%	+$72.3K	0.09%	172
2024 Q2	$3.65M	Buy	38,637 +8,058	+26%	+$751K	0.08%	189
2024 Q1	$2.81M	Buy	30,579 +3,126	+11%	+$282K	0.07%	220
2023 Q4	$2.4M	Buy	+27,453	New	+$2.23M	0.07%	175

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

Merit Financial Group's EQWL Position: Q2 2026 in Review

Merit Financial Group increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 5.3% in Q2 2026, buying an estimated $351K and bringing the position to 56,517 shares worth $7.29M. The position accounts for 0.04% of the portfolio, ranked #331.

Merit Financial Group first reported a position in EQWL in Q4 2023 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Merit Financial Group held 56,517 shares of Invesco S&P 100 Equal Weight ETF worth $7.29M as of Q2 2026.
Merit Financial Group bought 2,822 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $351K.
Invesco S&P 100 Equal Weight ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #331 holding.
Merit Financial Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

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