Northwestern Mutual Wealth Management
EQWL icon

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

Northwestern Mutual Wealth Management’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 		$14.8M Sell
128,325
-25,326
-16% -$3.03M 0.01% 501
2025
Q4 		$18.2M Sell
153,651
-15,557
-9% -$1.81M 0.01% 440
2025
Q3 		$19.4M Buy
169,208
+84,892
+101% +$9.52M 0.01% 411
2025
Q2 		$9.27M Buy
84,316
+49,718
+144% +$5.13M 0.01% 523
2025
Q1 		$3.57M Buy
34,598
+2,694
+8% +$283K ﹤0.01% 751
2024
Q4 		$3.26M Sell
31,904
-8,262
-21% -$861K ﹤0.01% 727
2024
Q3 		$4.11M Sell
40,166
-12,626
-24% -$1.24M ﹤0.01% 663
2024
Q2 		$4.99M Buy
52,792
+3,682
+7% +$343K ﹤0.01% 592
2024
Q1 		$4.66M Sell
49,110
-46
-0.1% -$4.16K ﹤0.01% 581
2023
Q4 		$4.3M Sell
49,156
-91,967
-65% -$7.48M ﹤0.01% 575
2023
Q3 		$11.1M Buy
141,123
+38,073
+37% +$3.12M 0.01% 352
2023
Q2 		$8.39M Sell
103,050
-208
-0.2% -$16.3K 0.01% 396
2023
Q1 		$8.06M Sell
103,258
-2,337
-2% -$181K 0.01% 386
2022
Q4 		$7.9M Buy
105,595
+5,575
+6% +$411K 0.01% 374
2022
Q3 		$6.64M Buy
100,020
+10,735
+12% +$797K 0.01% 361
2022
Q2 		$6.37M Sell
89,285
-38,888
-30% -$2.99M 0.01% 368
2022
Q1 		$10.7M Buy
128,173
+62,605
+95% +$5.21M 0.02% 290
2021
Q4 		$5.66M Buy
+65,568
New +$5.52M 0.01% 388

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management's EQWL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 16% in Q1 2026, selling an estimated $3.03M and leaving 128,325 shares worth $14.8M. The position accounts for 0.01% of the portfolio, ranked #501.

Northwestern Mutual Wealth Management first reported a position in EQWL in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.4M in Q3 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Northwestern Mutual Wealth Management held 128,325 shares of Invesco S&P 100 Equal Weight ETF worth $14.8M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 25,326 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $3.03M.
  • Invesco S&P 100 Equal Weight ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #501 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2021 and has held it in 18 quarters since.
  • Northwestern Mutual Wealth Management's Invesco S&P 100 Equal Weight ETF position peaked at $19.4M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.