Winthrop Capital Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Winthrop Capital 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	$694K	Sell	5,382 -35	-0.6%	-$4.35K	0.17%	78
2026 Q1	$624K	Sell	5,417 -1,266	-19%	-$152K	0.16%	86
2025 Q4	$790K	Sell	6,683 -1,028	-13%	-$120K	0.18%	82
2025 Q3	$884K	Sell	7,711 -787	-9%	-$88.2K	0.21%	73
2025 Q2	$935K	Sell	8,498 -2,177	-20%	-$224K	0.24%	73
2025 Q1	$1.1M	Hold	10,675	–	–	0.3%	66
2024 Q4	$1.09M	Sell	10,675 -597	-5%	-$62.2K	0.29%	69
2024 Q3	$1.15M	Sell	11,272 -671	-6%	-$65.8K	0.55%	32
2024 Q2	$1.13M	Buy	11,943 +5	+0%	+$466	0.56%	33
2024 Q1	$1.13M	Sell	11,938 -28	-0.2%	-$2.53K	0.52%	35
2023 Q4	$1.05M	Buy	+11,966	New	+$973K	0.34%	62

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

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

Winthrop Capital Management's EQWL Position: Q2 2026 in Review

Winthrop Capital Management reduced its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 0.65% in Q2 2026, selling an estimated $4.35K and leaving 5,382 shares worth $694K. The position accounts for 0.17% of the portfolio, ranked #78.

Winthrop Capital Management first reported a position in EQWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2024. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Winthrop Capital Management held 5,382 shares of Invesco S&P 100 Equal Weight ETF worth $694K as of Q2 2026.
Winthrop Capital Management sold 35 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $4.35K.
Invesco S&P 100 Equal Weight ETF made up 0.17% of Winthrop Capital Management's portfolio in Q2 2026, its #78 holding.
Winthrop Capital Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's Invesco S&P 100 Equal Weight ETF position peaked at $1.15M in Q3 2024.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.