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RFP Financial Group’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

RFP Financial Group’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 		$21.2M Sell
184,357
-274,069
-60% -$32.8M 11.55% 2
2025
Q4 		$54.2M Buy
458,426
+111,115
+32% +$12.9M 25.94% 1
2025
Q3 		$39.9M Sell
347,311
-124,356
-26% -$13.9M 16.25% 1
2025
Q2 		$51.9M Buy
+471,667
New +$48.6M 21.42% 1

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 $132M 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 $225M AUM 16.91% 1-Year Est. Return

RFP Financial Group's EQWL Position: Q1 2026 in Review

RFP Financial Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 60% in Q1 2026, selling an estimated $32.8M and leaving 184,357 shares worth $21.2M. The position accounts for 11.55% of the portfolio, ranked #2.

RFP Financial Group first reported a position in EQWL in Q2 2025 and has held it in 4 quarters since. The position peaked at $54.2M in Q4 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • RFP Financial Group held 184,357 shares of Invesco S&P 100 Equal Weight ETF worth $21.2M as of Q1 2026.
  • RFP Financial Group sold 274,069 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $32.8M.
  • Invesco S&P 100 Equal Weight ETF made up 11.55% of RFP Financial Group's portfolio in Q1 2026, its #2 holding.
  • RFP Financial Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • RFP Financial Group's Invesco S&P 100 Equal Weight ETF position peaked at $54.2M in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.