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

Sovereign 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
Q2 		$1.51M Sell
11,685
-333
-3% -$41.4K 0.23% 77
2026
Q1 		$1.38M Buy
12,018
+250
+2% +$29.9K 0.24% 76
2025
Q4 		$1.39M Buy
11,768
+1,176
+11% +$137K 0.24% 74
2025
Q3 		$1.21M Buy
+10,592
New +$1.19M 0.23% 83

Other funds holding EQWL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
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

Sovereign Financial Group's EQWL Position: Q2 2026 in Review

Sovereign Financial Group reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 2.8% in Q2 2026, selling an estimated $41.4K and leaving 11,685 shares worth $1.51M. The position accounts for 0.23% of the portfolio, ranked #77.

Sovereign Financial Group first reported a position in EQWL in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Sovereign Financial Group held 11,685 shares of Invesco S&P 100 Equal Weight ETF worth $1.51M as of Q2 2026.
  • Sovereign Financial Group sold 333 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $41.4K.
  • Invesco S&P 100 Equal Weight ETF made up 0.23% of Sovereign Financial Group's portfolio in Q2 2026, its #77 holding.
  • Sovereign Financial Group first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.