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Regal Investment Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Regal Investment Advisors’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 		$1.31M Sell
11,365
-136
-1% -$16.3K 0.08% 245
2025
Q4 		$1.36M Sell
11,501
-7,586
-40% -$884K 0.08% 235
2025
Q3 		$2.19M Buy
+19,087
New +$2.14M 0.14% 167

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

Regal Investment Advisors's EQWL Position: Q1 2026 in Review

Regal Investment Advisors reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1.2% in Q1 2026, selling an estimated $16.3K and leaving 11,365 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #245.

Regal Investment Advisors first reported a position in EQWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.19M in Q3 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Regal Investment Advisors held 11,365 shares of Invesco S&P 100 Equal Weight ETF worth $1.31M as of Q1 2026.
  • Regal Investment Advisors sold 136 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $16.3K.
  • Invesco S&P 100 Equal Weight ETF made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #245 holding.
  • Regal Investment Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • Regal Investment Advisors's Invesco S&P 100 Equal Weight ETF position peaked at $2.19M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.