Perryman Financial Advisory’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.34M Buy
10,421
+434
+4% +$53.9K 0.18% 88
2026
Q1
$1.15M Buy
9,987
+2,203
+28% +$264K 0.17% 88
2025
Q4
$920K Buy
+7,784
New +$907K 0.14% 95

Other funds holding EQWL

Perryman Financial Advisory's EQWL Position: Q2 2026 in Review

Perryman Financial Advisory increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.3% in Q2 2026, buying an estimated $53.9K and bringing the position to 10,421 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #88.

Perryman Financial Advisory first reported a position in EQWL in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Perryman Financial Advisory held 10,421 shares of Invesco S&P 100 Equal Weight ETF worth $1.34M as of Q2 2026.
  • Perryman Financial Advisory bought 434 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $53.9K.
  • Invesco S&P 100 Equal Weight ETF made up 0.18% of Perryman Financial Advisory's portfolio in Q2 2026, its #88 holding.
  • Perryman Financial Advisory first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.