Wealthspire Advisors (New York)’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Wealthspire Advisors (New York)’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	$874K	Sell	6,778 -944	-12%	-$117K	﹤0.01%	589
2026 Q1	$890K	Buy	+7,722	New	+$925K	0.01%	429

Other funds holding EQWL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s EQWL Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 12% in Q2 2026, selling an estimated $117K and leaving 6,778 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Wealthspire Advisors (New York) first reported a position in EQWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $890K in Q1 2026. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Wealthspire Advisors (New York) held 6,778 shares of Invesco S&P 100 Equal Weight ETF worth $874K as of Q2 2026.
Wealthspire Advisors (New York) sold 944 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $117K.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #589 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 100 Equal Weight ETF in Q1 2026 and has held it in 2 quarters since.
Wealthspire Advisors (New York)'s Invesco S&P 100 Equal Weight ETF position peaked at $890K in Q1 2026.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.