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

Wealth Enhancement Trust 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 		$2.43M Buy
18,852
+118
+0.6% +$14.7K 0.27% 83
2026
Q1 		$2.16M Buy
18,734
+71
+0.4% +$8.5K 0.26% 82
2025
Q4 		$2.21M Buy
+18,663
New +$2.17M 0.28% 73

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.63% in Q2 2026, buying an estimated $14.7K and bringing the position to 18,852 shares worth $2.43M. The position accounts for 0.27% of the portfolio, ranked #83.

Wealth Enhancement Trust Services first reported a position in EQWL in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Wealth Enhancement Trust Services held 18,852 shares of Invesco S&P 100 Equal Weight ETF worth $2.43M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 118 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $14.7K.
  • Invesco S&P 100 Equal Weight ETF made up 0.27% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #83 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

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