Zhang Financial’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Zhang Financial’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	$700K	Buy	5,429 +3,019	+125%	+$375K	0.02%	231
2026 Q1	$278K	Hold	2,410	–	–	0.01%	313
2025 Q4	$285K	Buy	+2,410	New	+$281K	0.01%	282

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

Zhang Financial's EQWL Position: Q2 2026 in Review

Zhang Financial increased its Invesco S&P 100 Equal Weight ETF (EQWL) stake by 125% in Q2 2026, buying an estimated $375K and bringing the position to 5,429 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #231.

Zhang Financial first reported a position in EQWL in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

Zhang Financial held 5,429 shares of Invesco S&P 100 Equal Weight ETF worth $700K as of Q2 2026.
Zhang Financial bought 3,019 Invesco S&P 100 Equal Weight ETF shares in Q2 2026, an estimated $375K.
Invesco S&P 100 Equal Weight ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #231 holding.
Zhang Financial first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.