William Blair & Company’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

William Blair & Company’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	$1.87M	Sell	14,478 -150	-1%	-$18.6K	﹤0.01%	779
2026 Q1	$1.69M	Buy	14,628 +8,151	+126%	+$976K	﹤0.01%	782
2025 Q4	$765K	Buy	6,477 +6,077	+1,519%	+$708K	﹤0.01%	1009
2025 Q3	$45.9K	Hold	400	–	–	﹤0.01%	1651
2025 Q2	$44K	Hold	400	–	–	﹤0.01%	1618
2025 Q1	$41.2K	Hold	400	–	–	﹤0.01%	1611
2024 Q4	$40.9K	Buy	+400	New	+$41.7K	﹤0.01%	1630
2023 Q3	–	Sell	-27	Closed	-$2.2K	–	1801
2023 Q2	$2.2K	Buy	+27	New	+$2.12K	﹤0.01%	1781

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

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 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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

William Blair & Company's EQWL Position: Q2 2026 in Review

William Blair & Company reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 1% in Q2 2026, selling an estimated $18.6K and leaving 14,478 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #779.

William Blair & Company first reported a position in EQWL in Q2 2023 and has held it in 8 quarters since. 114 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

William Blair & Company held 14,478 shares of Invesco S&P 100 Equal Weight ETF worth $1.87M as of Q2 2026.
William Blair & Company sold 150 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $18.6K.
Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #779 holding.
William Blair & Company first reported a position in Invesco S&P 100 Equal Weight ETF in Q2 2023 and has held it in 8 quarters since.
114 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.