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Planning Strategies Inc.’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Planning Strategies Inc.’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 		$3.9M Buy
+30,222
New +$3.76M 2.43% 9

Other funds holding EQWL

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 $43.3B AUM 29.3% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 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
FWM
Forza Wealth Management Sarasota, Florida $326M AUM 26.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Planning Strategies Inc.'s EQWL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 30,222 shares worth $3.9M. The stake represents 2.43% of the portfolio and ranks #9 among its holdings.

57 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Planning Strategies Inc. held 30,222 shares of Invesco S&P 100 Equal Weight ETF worth $3.9M as of Q2 2026.
  • Invesco S&P 100 Equal Weight ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up 2.43% of Planning Strategies Inc.'s portfolio in Q2 2026, its #9 holding.
  • 57 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.