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

Stifel Financial’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 Q3	$20M	Buy	154,673 +2,339	+2%	+$309K	0.02%	673
2026 Q2	$19.7M	Buy	152,334 +3,499	+2%	+$435K	0.02%	693
2026 Q1	$17.2M	Buy	148,835 +145,575	+4,465%	+$17.4M	0.02%	695
2025 Q4	$385K	Sell	3,260 -243	-7%	-$28.3K	﹤0.01%	3002
2025 Q3	$402K	Buy	3,503 +12	+0.3%	+$1.34K	﹤0.01%	2935
2025 Q2	$384K	Buy	3,491 +339	+11%	+$35K	﹤0.01%	2916
2025 Q1	$325K	Buy	3,152 +1,031	+49%	+$108K	﹤0.01%	2925
2024 Q4	$217K	Sell	2,121 -246	-10%	-$25.6K	﹤0.01%	3133
2024 Q3	$242K	Buy	2,367 +92	+4%	+$9.02K	﹤0.01%	3060
2024 Q2	$215K	Buy	+2,275	New	+$212K	﹤0.01%	3077
2022 Q4	–	Sell	-7,504	Closed	-$499K	–	3317
2022 Q3	$499K	Sell	7,504 -827	-10%	-$61.4K	﹤0.01%	2433
2022 Q2	$595K	Buy	8,331 +166	+2%	+$12.8K	﹤0.01%	2368
2022 Q1	$680K	Sell	8,165 -105	-1%	-$8.74K	﹤0.01%	2390
2021 Q4	$714K	Buy	+8,270	New	+$696K	﹤0.01%	2374

Other funds holding EQWL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Reicon Wealth Advisors Atlanta, Georgia $184M AUM 11.19% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Altus Wealth Management Ft Mitchell, Kentucky $263M AUM 13.74% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

CM Wealth Advisors Beachwood, Ohio $603M AUM 18.21% 1-Year Est. Return

Stifel Financial's EQWL Position: Q3 2026 in Review

Stifel Financial increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1.5% in Q3 2026, buying an estimated $309K and bringing the position to 154,673 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #673.

Stifel Financial first reported a position in EQWL in Q4 2021 and has held it in 14 quarters since. 133 funds tracked by Wall St. Rank hold EQWL as of Q3 2026.

Stifel Financial held 154,673 shares of Invesco S&P 100 Equal Weight ETF worth $20M as of Q3 2026.
Stifel Financial bought 2,339 Invesco S&P 100 Equal Weight ETF shares in Q3 2026, an estimated $309K.
Invesco S&P 100 Equal Weight ETF made up 0.02% of Stifel Financial's portfolio in Q3 2026, its #673 holding.
Stifel Financial first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2021 and has held it in 14 quarters since.
133 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.