Wealth Enhancement Advisory Services
EQWL icon

Wealth Enhancement Advisory Services’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.02M Buy
69,209
+3,235
+5% +$402K 0.02% 716
2026
Q1 		$7.63M Sell
65,974
-46,631
-41% -$5.58M 0.02% 698
2025
Q4 		$13.6M Buy
112,605
+2,493
+2% +$291K 0.02% 595
2025
Q3 		$12.7M Buy
110,112
+302
+0.3% +$33.9K 0.02% 571
2025
Q2 		$12.3M Buy
109,810
+2,625
+2% +$271K 0.02% 568
2025
Q1 		$11M Sell
107,185
-1,368
-1% -$144K 0.02% 551
2024
Q4 		$11.1M Buy
108,553
+5,450
+5% +$568K 0.02% 529
2024
Q3 		$10.5M Buy
103,103
+6,673
+7% +$654K 0.02% 500
2024
Q2 		$9.11M Buy
96,430
+1,064
+1% +$99.1K 0.02% 508
2024
Q1 		$9.05M Buy
95,366
+3,965
+4% +$358K 0.02% 507
2023
Q4 		$8M Buy
91,401
+49,875
+120% +$4.05M 0.02% 484
2023
Q3 		$3.26M Buy
+41,526
New +$3.41M 0.01% 686

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
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 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

Wealth Enhancement Advisory Services's EQWL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 4.9% in Q2 2026, buying an estimated $402K and bringing the position to 69,209 shares worth $9.02M. The position accounts for 0.02% of the portfolio, ranked #716.

Wealth Enhancement Advisory Services first reported a position in EQWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2025. 76 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 69,209 shares of Invesco S&P 100 Equal Weight ETF worth $9.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,235 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $402K.
  • Invesco S&P 100 Equal Weight ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #716 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P 100 Equal Weight ETF position peaked at $13.6M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.