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

Planning Strategies’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	$3.9M	Buy	+30,222	New	+$3.76M	2.43%	9

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

Planning Strategies's EQWL Position: Q2 2026 in Review

Planning Strategies opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 30,222 shares worth $3.9M. The stake represents 2.43% of the portfolio and ranks #9 among its holdings.

191 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Planning Strategies held 30,222 shares of Invesco S&P 100 Equal Weight ETF worth $3.9M as of Q2 2026.
Invesco S&P 100 Equal Weight ETF was a new Planning Strategies position in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up 2.43% of Planning Strategies's portfolio in Q2 2026, its #9 holding.
191 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.