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OakTrust Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

OakTrust Wealth 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 		– Sell
-7,020
Closed -$829K – 69
2025
Q4 		$829K Buy
+7,020
New +$818K 0.77% 24

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 $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

OakTrust Wealth Advisors's EQWL Position: Q1 2026 in Review

OakTrust Wealth Advisors sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2026, closing a stake of 7,020 shares — an estimated $829K sold.

OakTrust Wealth Advisors first reported a position in EQWL in Q4 2025 and held it in 1 quarter. The position peaked at $829K in Q4 2025. 187 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • OakTrust Wealth Advisors reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • OakTrust Wealth Advisors sold 7,020 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $829K.
  • OakTrust Wealth Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • OakTrust Wealth Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $829K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.