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

Sigma Planning Corp’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	$248K	Buy	1,919 +17	+0.9%	+$2.11K	0.01%	1211
2026 Q1	$219K	Buy	+1,902	New	+$228K	0.01%	1197
2025 Q2	–	Sell	-13,762	Closed	-$1.42M	–	1268
2025 Q1	$1.42M	Sell	13,762 -210	-2%	-$22K	0.05%	374
2024 Q4	$1.43M	Sell	13,972 -3,935	-22%	-$410K	0.04%	369
2024 Q3	$1.83M	Sell	17,907 -305	-2%	-$29.9K	0.06%	315
2024 Q2	$1.72M	Sell	18,212 -360	-2%	-$33.5K	0.05%	333
2024 Q1	$1.76M	Buy	+18,572	New	+$1.68M	0.06%	343
2023 Q3	–	Sell	-4,778	Closed	-$389K	–	1234
2023 Q2	$389K	Buy	+4,778	New	+$375K	0.01%	839

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sigma Planning Corp's EQWL Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.89% in Q2 2026, buying an estimated $2.11K and bringing the position to 1,919 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #1211.

Sigma Planning Corp first reported a position in EQWL in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.83M in Q3 2024. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Sigma Planning Corp held 1,919 shares of Invesco S&P 100 Equal Weight ETF worth $248K as of Q2 2026.
Sigma Planning Corp bought 17 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $2.11K.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1211 holding.
Sigma Planning Corp first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2023 and has held it in 8 quarters since.
Sigma Planning Corp's Invesco S&P 100 Equal Weight ETF position peaked at $1.83M in Q3 2024.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.