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Mount Yale Investment Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Mount Yale Investment Advisors’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 		$393K Hold
3,414
– – 0.01% 793
2025
Q4 		$403K Buy
+3,414
New +$398K 0.02% 515

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
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

Mount Yale Investment Advisors's EQWL Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q1 2026 at 3,414 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #793.

Mount Yale Investment Advisors first reported a position in EQWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $403K in Q4 2025. 186 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Mount Yale Investment Advisors held 3,414 shares of Invesco S&P 100 Equal Weight ETF worth $393K as of Q1 2026.
  • Mount Yale Investment Advisors left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q1 2026.
  • Invesco S&P 100 Equal Weight ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #793 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $403K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.