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

Patten & Patten’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 		$1.86M Buy
16,180
+1,591
+11% +$191K 0.11% 132
2025
Q4 		$1.72M Buy
14,589
+4,800
+49% +$559K 0.1% 143
2025
Q3 		$1.12M Buy
+9,789
New +$1.1M 0.07% 176

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 $132M 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 $225M AUM 16.91% 1-Year Est. Return

Patten & Patten's EQWL Position: Q1 2026 in Review

Patten & Patten increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 11% in Q1 2026, buying an estimated $191K and bringing the position to 16,180 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #132.

Patten & Patten first reported a position in EQWL in Q3 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Patten & Patten held 16,180 shares of Invesco S&P 100 Equal Weight ETF worth $1.86M as of Q1 2026.
  • Patten & Patten bought 1,591 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $191K.
  • Invesco S&P 100 Equal Weight ETF made up 0.11% of Patten & Patten's portfolio in Q1 2026, its #132 holding.
  • Patten & Patten first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.