&Partners’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

&Partners’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	$7.25M	Buy	55,957 +3,235	+6%	+$402K	0.03%	478
2026 Q1	$6.09M	Buy	52,722 +46,345	+727%	+$5.55M	0.03%	471
2025 Q4	$462K	Buy	6,377 +2,659	+72%	+$310K	﹤0.01%	1655
2025 Q3	$428K	Buy	+3,718	New	+$417K	﹤0.01%	1549

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

&Partners's EQWL Position: Q2 2026 in Review

&Partners increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 6.1% in Q2 2026, buying an estimated $402K and bringing the position to 55,957 shares worth $7.25M. The position accounts for 0.03% of the portfolio, ranked #478.

&Partners first reported a position in EQWL in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

&Partners held 55,957 shares of Invesco S&P 100 Equal Weight ETF worth $7.25M as of Q2 2026.
&Partners bought 3,235 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $402K.
Invesco S&P 100 Equal Weight ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #478 holding.
&Partners first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.