Signal Tree Financial Partners’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Signal Tree Financial Partners’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	$312K	Hold	2,710	–	–	0.24%	33
2025 Q4	$320K	Hold	2,710	–	–	0.24%	36
2025 Q3	$312K	Hold	2,710	–	–	0.25%	36
2025 Q2	$298K	Hold	2,710	–	–	0.26%	34
2025 Q1	$279K	Hold	2,710	–	–	0.28%	34
2024 Q4	$277K	Buy	+2,710	New	+$282K	0.33%	31

Other funds holding EQWL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWA

Reicon Wealth Advisors Atlanta, Georgia $132M AUM

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

Signal Tree Financial Partners's EQWL Position: Q1 2026 in Review

Signal Tree Financial Partners held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q1 2026 at 2,710 shares worth $312K. The position accounts for 0.24% of the portfolio, ranked #33.

Signal Tree Financial Partners first reported a position in EQWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $320K in Q4 2025. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Signal Tree Financial Partners held 2,710 shares of Invesco S&P 100 Equal Weight ETF worth $312K as of Q1 2026.
Signal Tree Financial Partners left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 100 Equal Weight ETF made up 0.24% of Signal Tree Financial Partners's portfolio in Q1 2026, its #33 holding.
Signal Tree Financial Partners first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Signal Tree Financial Partners's Invesco S&P 100 Equal Weight ETF position peaked at $320K in Q4 2025.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.