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Pittenger & Anderson Inc’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Pittenger & Anderson Inc’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 		– Sell
-250
Closed -$29.5K – 535
2025
Q4 		$29.5K Buy
+250
New +$29.1K ﹤0.01% 338

Other funds holding EQWL

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $263M AUM 13.74% 1-Year Est. Return

Pittenger & Anderson Inc's EQWL Position: Q1 2026 in Review

Pittenger & Anderson Inc sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2026, closing a stake of 250 shares — an estimated $29.5K sold.

Pittenger & Anderson Inc first reported a position in EQWL in Q4 2025 and held it in 1 quarter. The position peaked at $29.5K in Q4 2025. 187 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Pittenger & Anderson Inc reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 250 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $29.5K.
  • Pittenger & Anderson Inc first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Invesco S&P 100 Equal Weight ETF position peaked at $29.5K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

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