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USAdvisors Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

USAdvisors Wealth Management’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 		$328K Buy
2,547
+26
+1% +$3.23K 0.09% 114
2026
Q1 		$284K Buy
2,521
+277
+12% +$33.2K 0.09% 110
2025
Q4 		$265K Buy
2,244
+10
+0.4% +$1.17K 0.09% 112
2025
Q3 		$256K Buy
+2,234
New +$250K 0.09% 109

Other funds holding EQWL

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
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWM
Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return

USAdvisors Wealth Management's EQWL Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1% in Q2 2026, buying an estimated $3.23K and bringing the position to 2,547 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #114.

USAdvisors Wealth Management first reported a position in EQWL in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • USAdvisors Wealth Management held 2,547 shares of Invesco S&P 100 Equal Weight ETF worth $328K as of Q2 2026.
  • USAdvisors Wealth Management bought 26 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $3.23K.
  • Invesco S&P 100 Equal Weight ETF made up 0.09% of USAdvisors Wealth Management's portfolio in Q2 2026, its #114 holding.
  • USAdvisors Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.