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Sound Income Strategies’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Sound Income Strategies’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 		– Sell
-383
Closed -$44.2K – 1034
2026
Q1 		$44.2K Buy
+383
New +$45.9K ﹤0.01% 866

Other funds holding EQWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Sound Income Strategies's EQWL Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026, closing a stake of 383 shares — an estimated $44.2K sold.

Sound Income Strategies first reported a position in EQWL in Q1 2026 and held it in 1 quarter. The position peaked at $44.2K in Q1 2026. 83 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco S&P 100 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 383 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $44.2K.
  • Sound Income Strategies first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Invesco S&P 100 Equal Weight ETF position peaked at $44.2K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.