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Sunbelt Securities’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Sunbelt Securities’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 		$373K Buy
3,239
+418
+15% +$50K 0.02% 473
2025
Q4 		$333K Buy
2,821
+75
+3% +$8.74K 0.02% 503
2025
Q3 		$315K Buy
2,746
+2,552
+1,315% +$286K 0.02% 519
2025
Q2 		$19.8K Sell
194
-2,456
-93% -$253K ﹤0.01% 1175
2025
Q1 		$273K Buy
2,650
+2,456
+1,266% +$258K 0.02% 478
2024
Q4 		$19.8K Buy
+194
New +$20.2K ﹤0.01% 1176

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
RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Sunbelt Securities's EQWL Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 15% in Q1 2026, buying an estimated $50K and bringing the position to 3,239 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #473.

Sunbelt Securities first reported a position in EQWL in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold EQWL as of Q1 2026.

  • Sunbelt Securities held 3,239 shares of Invesco S&P 100 Equal Weight ETF worth $373K as of Q1 2026.
  • Sunbelt Securities bought 418 Invesco S&P 100 Equal Weight ETF shares in Q1 2026, an estimated $50K.
  • Invesco S&P 100 Equal Weight ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #473 holding.
  • Sunbelt Securities first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.