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 Q2	$440K	Hold	3,414	–	–	0.01%	829
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mount Yale Investment Advisors's EQWL Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 3,414 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #829.

Mount Yale Investment Advisors first reported a position in EQWL in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Mount Yale Investment Advisors held 3,414 shares of Invesco S&P 100 Equal Weight ETF worth $440K as of Q2 2026.
Mount Yale Investment Advisors left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #829 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 3 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.