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

Pension & Wealth Management 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 Q2	$41.6K	Buy	322 +1	+0.3%	+$124	0.01%	343
2026 Q1	$37K	Buy	321 +1	+0.3%	+$120	0.01%	323
2025 Q4	$37.8K	Buy	320 +2	+0.6%	+$233	0.01%	332
2025 Q3	$36.5K	Buy	318 +1	+0.3%	+$112	0.01%	313
2025 Q2	$34.9K	Buy	+317	New	+$32.7K	0.01%	301

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

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

Pension & Wealth Management Advisors's EQWL Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.31% in Q2 2026, buying an estimated $124 and bringing the position to 322 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #343.

Pension & Wealth Management Advisors first reported a position in EQWL in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Pension & Wealth Management Advisors held 322 shares of Invesco S&P 100 Equal Weight ETF worth $41.6K as of Q2 2026.
Pension & Wealth Management Advisors bought 1 Invesco S&P 100 Equal Weight ETF share in Q2 2026, an estimated $124.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #343 holding.
Pension & Wealth Management Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.