National Wealth Management Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

National Wealth Management 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	$2.89M	Sell	22,436 -764	-3%	-$95K	0.9%	30
2026 Q1	$2.67M	Sell	23,200 -1,275	-5%	-$153K	1%	31
2025 Q4	$2.89M	Sell	24,475 -950	-4%	-$111K	1%	27
2025 Q3	$2.92M	Sell	25,425 -438	-2%	-$49.1K	1.1%	23
2025 Q2	$2.84M	Buy	25,863 +104	+0.4%	+$10.7K	1.59%	15
2025 Q1	$2.66M	Buy	25,759 +16,438	+176%	+$1.73M	1.75%	15
2024 Q4	$953K	Sell	9,321 -1,777	-16%	-$185K	0.63%	36
2024 Q3	$1.14M	Sell	11,098 -11,394	-51%	-$1.12M	0.77%	32
2024 Q2	$2.13M	Sell	22,492 -641	-3%	-$59.7K	1.62%	18
2024 Q1	$2.2M	Sell	23,133 -1,711	-7%	-$155K	1.71%	17
2023 Q4	$2.18M	Buy	24,844 +1,826	+8%	+$148K	2.1%	10
2023 Q3	$1.81M	Buy	23,018 +3,143	+16%	+$258K	1.97%	13
2023 Q2	$1.66M	Buy	19,875 +16,027	+417%	+$1.26M	1.72%	17
2023 Q1	$295K	Buy	+3,848	New	+$298K	0.34%	95

Other funds holding EQWL

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

FWM

Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

National Wealth Management Group's EQWL Position: Q2 2026 in Review

National Wealth Management Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3.3% in Q2 2026, selling an estimated $95K and leaving 22,436 shares worth $2.89M. The position accounts for 0.9% of the portfolio, ranked #30.

National Wealth Management Group first reported a position in EQWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.92M in Q3 2025. 35 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

National Wealth Management Group held 22,436 shares of Invesco S&P 100 Equal Weight ETF worth $2.89M as of Q2 2026.
National Wealth Management Group sold 764 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $95K.
Invesco S&P 100 Equal Weight ETF made up 0.9% of National Wealth Management Group's portfolio in Q2 2026, its #30 holding.
National Wealth Management Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
National Wealth Management Group's Invesco S&P 100 Equal Weight ETF position peaked at $2.92M in Q3 2025.
35 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.