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

Nations 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	$981K	Sell	7,603 -240	-3%	-$29.8K	0.05%	381
2026 Q1	$904K	Sell	7,843 -403	-5%	-$48.3K	0.05%	395
2025 Q4	$974K	Sell	8,246 -619	-7%	-$72.1K	0.05%	360
2025 Q3	$1.02M	Buy	8,865 +790	+10%	+$88.5K	0.06%	317
2025 Q2	$888K	Buy	8,075 +138	+2%	+$14.2K	0.06%	317
2025 Q1	$818K	Buy	7,937 +512	+7%	+$53.7K	0.06%	314
2024 Q4	$759K	Sell	7,425 -940	-11%	-$98K	0.06%	341
2024 Q3	$856K	Sell	8,365 -86	-1%	-$8.43K	0.06%	309
2024 Q2	$799K	Buy	8,451 +189	+2%	+$17.6K	0.07%	300
2024 Q1	$784K	Buy	8,262 +1,853	+29%	+$167K	0.07%	304
2023 Q4	$561K	Buy	+6,409	New	+$521K	0.05%	358

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

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

Nations Financial Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3.1% in Q2 2026, selling an estimated $29.8K and leaving 7,603 shares worth $981K. The position accounts for 0.05% of the portfolio, ranked #381.

Nations Financial Group first reported a position in EQWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2025. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Nations Financial Group held 7,603 shares of Invesco S&P 100 Equal Weight ETF worth $981K as of Q2 2026.
Nations Financial Group sold 240 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $29.8K.
Invesco S&P 100 Equal Weight ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #381 holding.
Nations 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.
Nations Financial Group's Invesco S&P 100 Equal Weight ETF position peaked at $1.02M in Q3 2025.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.