Spire Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Spire Wealth Management’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	$102K	Hold	793	–	–	﹤0.01%	971
2026 Q1	$91.4K	Buy	793 +43	+6%	+$5.15K	﹤0.01%	990
2025 Q4	$88.6K	Hold	750	–	–	﹤0.01%	1019
2025 Q3	$86K	Buy	750 +45	+6%	+$5.04K	﹤0.01%	1044
2025 Q2	$77.5K	Buy	705 +133	+23%	+$13.7K	﹤0.01%	1066
2025 Q1	$59K	Hold	572	–	–	﹤0.01%	1224
2024 Q4	$58.5K	Hold	572	–	–	﹤0.01%	1227
2024 Q3	$58.5K	Hold	572	–	–	﹤0.01%	1085
2024 Q2	$54.1K	Hold	572	–	–	﹤0.01%	1089
2024 Q1	$54.3K	Hold	572	–	–	﹤0.01%	1188
2023 Q4	$50.3K	Buy	+572	New	+$46.5K	﹤0.01%	1203

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

Spire Wealth Management's EQWL Position: Q2 2026 in Review

Spire Wealth Management held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 793 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Spire Wealth Management first reported a position in EQWL in Q4 2023 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Spire Wealth Management held 793 shares of Invesco S&P 100 Equal Weight ETF worth $102K as of Q2 2026.
Spire Wealth Management left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #971 holding.
Spire Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.