Raymond James Financial
EQWL icon

Raymond James Financial’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Raymond James Financial’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 		$32.4M Buy
281,275
+55,897
+25% +$6.69M 0.01% 1138
2025
Q4 		$26.6M Sell
225,378
-19,087
-8% -$2.22M 0.01% 1244
2025
Q3 		$28M Buy
244,465
+70,465
+40% +$7.9M 0.01% 1177
2025
Q2 		$19.1M Buy
174,000
+34,024
+24% +$3.51M 0.01% 1402
2025
Q1 		$14.4M Buy
139,976
+30,306
+28% +$3.18M 0.01% 1538
2024
Q4 		$11.2M Buy
+109,670
New +$11.4M ﹤0.01% 1765

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial's EQWL Position: Q1 2026 in Review

Raymond James Financial increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 25% in Q1 2026, buying an estimated $6.69M and bringing the position to 281,275 shares worth $32.4M. The position accounts for 0.01% of the portfolio, ranked #1138.

Raymond James Financial first reported a position in EQWL in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Raymond James Financial held 281,275 shares of Invesco S&P 100 Equal Weight ETF worth $32.4M as of Q1 2026.
  • Raymond James Financial bought 55,897 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $6.69M.
  • Invesco S&P 100 Equal Weight ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1138 holding.
  • Raymond James Financial first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.