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

Michels Family 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 Q1	$679K	Buy	5,891 +318	+6%	+$38.1K	0.49%	65
2025 Q4	$659K	Buy	5,573 +501	+10%	+$58.4K	0.48%	65
2025 Q3	$582K	Buy	5,072 +176	+4%	+$19.7K	0.45%	70
2025 Q2	$538K	Buy	4,896 +240	+5%	+$24.7K	0.46%	77
2025 Q1	$480K	Sell	4,656 -32	-0.7%	-$3.36K	0.43%	82
2024 Q4	$479K	Buy	+4,688	New	+$489K	0.44%	80

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $162M AUM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Michels Family Financial's EQWL Position: Q1 2026 in Review

Michels Family Financial increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 5.7% in Q1 2026, buying an estimated $38.1K and bringing the position to 5,891 shares worth $679K. The position accounts for 0.49% of the portfolio, ranked #65.

Michels Family Financial first reported a position in EQWL in Q4 2024 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Michels Family Financial held 5,891 shares of Invesco S&P 100 Equal Weight ETF worth $679K as of Q1 2026.
Michels Family Financial bought 318 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $38.1K.
Invesco S&P 100 Equal Weight ETF made up 0.49% of Michels Family Financial's portfolio in Q1 2026, its #65 holding.
Michels Family Financial first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.