Steward Partners Investment Advisory’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Steward Partners Investment Advisory’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	$552K	Buy	+4,791	New	+$574K	﹤0.01%	1465
2023 Q2	–	Sell	-400	Closed	-$31.2K	–	3337
2023 Q1	$31.2K	Hold	400	–	–	﹤0.01%	2063
2022 Q4	$29.9K	Hold	400	–	–	﹤0.01%	2048
2022 Q3	$27K	Hold	400	–	–	﹤0.01%	2075
2022 Q2	$29K	Hold	400	–	–	﹤0.01%	2054
2022 Q1	$33K	Buy	400 +50	+14%	+$4.16K	﹤0.01%	2125
2021 Q4	$30K	Hold	350	–	–	﹤0.01%	2137
2021 Q3	$28K	Hold	350	–	–	﹤0.01%	2169
2021 Q2	$28K	Hold	350	–	–	﹤0.01%	4379
2021 Q1	$26.3K	Hold	350	–	–	﹤0.01%	2340
2020 Q4	$24K	Buy	350 +50	+17%	+$3.23K	﹤0.01%	1981
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	1928
2020 Q2	$17K	Hold	300	–	–	﹤0.01%	1827
2020 Q1	$14K	Hold	300	–	–	﹤0.01%	1728
2019 Q4	$18K	Hold	300	–	–	﹤0.01%	1803
2019 Q3	$17K	Hold	300	–	–	﹤0.01%	1777
2019 Q2	$16K	Buy	+300	New	+$16.7K	﹤0.01%	1783

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 $162M 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

Steward Partners Investment Advisory's EQWL Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q1 2026: 4,791 shares worth $552K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in EQWL as recently as Q1 2023.

Steward Partners Investment Advisory first reported a position in EQWL in Q2 2019 and has held it in 17 quarters since. 185 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

Steward Partners Investment Advisory held 4,791 shares of Invesco S&P 100 Equal Weight ETF worth $552K as of Q1 2026.
Invesco S&P 100 Equal Weight ETF was a new Steward Partners Investment Advisory position in Q1 2026.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1465 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2019 and has held it in 17 quarters since.
185 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.