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

Signature Estate & 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 Q2	$4.03M	Buy	31,254 +1,399	+5%	+$174K	0.07%	118
2026 Q1	$3.44M	Sell	29,855 -881	-3%	-$105K	0.07%	128
2025 Q4	$3.63M	Buy	30,736 +275	+0.9%	+$32K	0.07%	119
2025 Q3	$3.49M	Buy	30,461 +999	+3%	+$112K	0.07%	116
2025 Q2	$3.24M	Buy	29,462 +3,431	+13%	+$354K	0.07%	115
2025 Q1	$2.68M	Buy	26,031 +7,592	+41%	+$797K	0.07%	122
2024 Q4	$1.89M	Buy	18,439 +4,524	+33%	+$472K	0.05%	136
2024 Q3	$1.42M	Buy	13,915 +1,901	+16%	+$186K	0.03%	163
2024 Q2	$1.14M	Buy	+12,014	New	+$1.12M	0.03%	178

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

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

AWM

Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Signature Estate & Investment Advisors's EQWL Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.7% in Q2 2026, buying an estimated $174K and bringing the position to 31,254 shares worth $4.03M. The position accounts for 0.07% of the portfolio, ranked #118.

Signature Estate & Investment Advisors first reported a position in EQWL in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Signature Estate & Investment Advisors held 31,254 shares of Invesco S&P 100 Equal Weight ETF worth $4.03M as of Q2 2026.
Signature Estate & Investment Advisors bought 1,399 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $174K.
Invesco S&P 100 Equal Weight ETF made up 0.07% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #118 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
107 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.