Tanglewood Legacy Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Tanglewood Legacy Advisors’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	$73.5K	Hold	570	–	–	0.02%	151
2026 Q1	$65.7K	Hold	570	–	–	0.02%	152
2025 Q4	$67.4K	Hold	570	–	–	0.03%	150
2025 Q3	$65.4K	Hold	570	–	–	0.03%	156
2025 Q2	$62.7K	Hold	570	–	–	0.03%	158
2025 Q1	$58.8K	Hold	570	–	–	0.03%	163
2024 Q4	$58.3K	Hold	570	–	–	0.02%	165
2024 Q3	$58.3K	Hold	570	–	–	0.03%	152
2024 Q2	$53.9K	Hold	570	–	–	0.03%	156
2024 Q1	$54.1K	Hold	570	–	–	0.03%	156
2023 Q4	$49.9K	Hold	570	–	–	0.03%	157
2023 Q3	$44.8K	Hold	570	–	–	0.03%	167
2023 Q2	$46.4K	Hold	570	–	–	0.03%	169
2023 Q1	$44.5K	Hold	570	–	–	0.03%	159
2022 Q4	$42.7K	Buy	+570	New	+$42K	0.03%	140

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

Tanglewood Legacy Advisors's EQWL Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Invesco S&P 100 Equal Weight ETF (EQWL) position steady in Q2 2026 at 570 shares worth $73.5K. The position accounts for 0.02% of the portfolio, ranked #151.

Tanglewood Legacy Advisors first reported a position in EQWL in Q4 2022 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Tanglewood Legacy Advisors held 570 shares of Invesco S&P 100 Equal Weight ETF worth $73.5K as of Q2 2026.
Tanglewood Legacy Advisors left its Invesco S&P 100 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 100 Equal Weight ETF made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #151 holding.
Tanglewood Legacy Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.