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

Principal Securities’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 		$12.9M Buy
111,670
+4,137
+4% +$495K 0.19% 106
2025
Q4 		$12.7M Buy
107,533
+2,490
+2% +$290K 0.2% 100
2025
Q3 		$12M Buy
105,043
+8,674
+9% +$972K 0.2% 98
2025
Q2 		$10.6M Buy
96,369
+52,745
+121% +$5.44M 0.2% 99
2025
Q1 		$4.46M Buy
43,624
+527
+1% +$55.3K 0.1% 200
2024
Q4 		$4.41M Buy
43,097
+19,133
+80% +$1.99M 0.1% 202
2024
Q3 		$2.45M Buy
23,964
+14,358
+149% +$1.41M 0.06% 290
2024
Q2 		$908K Buy
9,606
+9,513
+10,229% +$886K 0.03% 499
2024
Q1 		$8.83K Hold
93
– – ﹤0.01% 2389
2023
Q4 		$8.11K Buy
+93
New +$7.56K ﹤0.01% 2353

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 $162M 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 $260M AUM 21.69% 1-Year Est. Return

Principal Securities's EQWL Position: Q1 2026 in Review

Principal Securities increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 3.8% in Q1 2026, buying an estimated $495K and bringing the position to 111,670 shares worth $12.9M. The position accounts for 0.19% of the portfolio, ranked #106.

Principal Securities first reported a position in EQWL in Q4 2023 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Principal Securities held 111,670 shares of Invesco S&P 100 Equal Weight ETF worth $12.9M as of Q1 2026.
  • Principal Securities bought 4,137 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $495K.
  • Invesco S&P 100 Equal Weight ETF made up 0.19% of Principal Securities's portfolio in Q1 2026, its #106 holding.
  • Principal Securities first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.