YHB Investment Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

YHB Investment Advisors’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	$11.6M	Buy	90,021 +11,495	+15%	+$1.43M	0.74%	34
2026 Q1	$9.05M	Buy	78,526 +20,186	+35%	+$2.42M	0.65%	41
2025 Q4	$6.89M	Buy	58,340 +21,479	+58%	+$2.5M	0.48%	56
2025 Q3	$4.23M	Buy	+36,861	New	+$4.13M	0.31%	80

Other funds holding EQWL

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

PWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

YHB Investment Advisors's EQWL Position: Q2 2026 in Review

YHB Investment Advisors increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 15% in Q2 2026, buying an estimated $1.43M and bringing the position to 90,021 shares worth $11.6M. The position accounts for 0.74% of the portfolio, ranked #34.

YHB Investment Advisors first reported a position in EQWL in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

YHB Investment Advisors held 90,021 shares of Invesco S&P 100 Equal Weight ETF worth $11.6M as of Q2 2026.
YHB Investment Advisors bought 11,495 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $1.43M.
Invesco S&P 100 Equal Weight ETF made up 0.74% of YHB Investment Advisors's portfolio in Q2 2026, its #34 holding.
YHB Investment Advisors first reported a position in Invesco S&P 100 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.