Paradigm Strategies in Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Paradigm Strategies in 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 Q2	$2.01M	Buy	15,610 +10,941	+234%	+$1.36M	1.23%	15
2026 Q1	$538K	Buy	+4,669	New	+$559K	0.37%	34

Other funds holding EQWL

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

YIA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWM

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

Paradigm Strategies in Wealth Management's EQWL Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 234% in Q2 2026, buying an estimated $1.36M and bringing the position to 15,610 shares worth $2.01M. The position accounts for 1.23% of the portfolio, ranked #15.

Paradigm Strategies in Wealth Management first reported a position in EQWL in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Paradigm Strategies in Wealth Management held 15,610 shares of Invesco S&P 100 Equal Weight ETF worth $2.01M as of Q2 2026.
Paradigm Strategies in Wealth Management bought 10,941 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $1.36M.
Invesco S&P 100 Equal Weight ETF made up 1.23% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #15 holding.
Paradigm Strategies in Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
67 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.