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

Truist 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 Q2	$11.1M	Buy	86,061 +6,125	+8%	+$761K	0.01%	611
2026 Q1	$9.21M	Buy	79,936 +10,019	+14%	+$1.2M	0.01%	634
2025 Q4	$8.26M	Buy	69,917 +3,440	+5%	+$401K	0.01%	664
2025 Q3	$7.62M	Buy	66,477 +2,395	+4%	+$268K	0.01%	710
2025 Q2	$7.05M	Buy	64,082 +12,188	+23%	+$1.26M	0.01%	705
2025 Q1	$5.35M	Buy	51,894 +9,697	+23%	+$1.02M	0.01%	802
2024 Q4	$4.32M	Sell	42,197 -461	-1%	-$48.1K	0.01%	898
2024 Q3	$4.36M	Buy	42,658 +2,908	+7%	+$285K	0.01%	875
2024 Q2	$3.76M	Buy	39,750 +4,392	+12%	+$409K	0.01%	986
2024 Q1	$3.36M	Buy	35,358 +10,457	+42%	+$944K	0.01%	1047
2023 Q4	$2.18M	Buy	24,901 +7,218	+41%	+$587K	﹤0.01%	1215
2023 Q3	$1.39M	Buy	17,683 +6,545	+59%	+$537K	﹤0.01%	1416
2023 Q2	$907K	Buy	11,138 +3,961	+55%	+$311K	﹤0.01%	1633
2023 Q1	$560K	Buy	7,177 +499	+7%	+$38.7K	﹤0.01%	1911
2022 Q4	$500K	Buy	+6,678	New	+$493K	﹤0.01%	1955

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

Truist Financial's EQWL Position: Q2 2026 in Review

Truist Financial increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 7.7% in Q2 2026, buying an estimated $761K and bringing the position to 86,061 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #611.

Truist Financial 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.

Truist Financial held 86,061 shares of Invesco S&P 100 Equal Weight ETF worth $11.1M as of Q2 2026.
Truist Financial bought 6,125 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $761K.
Invesco S&P 100 Equal Weight ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #611 holding.
Truist Financial 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 Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.