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EQWLEQWL
7 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in INVESCO S&P 100 EQUAL WEIGHT

EP Wealth Advisors, LLC holds 157,623 shares of EQWL (INVESCO S&P 100 EQUAL WEIGHT), worth $20.3M as of 2026-Q2. The position was increased (+930.8% shares). EQWL represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$20.3M

Current Shares

157,623

Total Value Change

+$20.2M

Total Shares Change

+156,128

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
157,623
+930.8%
$20.3M0.1%$129.02
46
2026-Q1
Increased
15,292
+530.3%
$1.8M0.0%$121.27
42
2025-Q4
Decreased
2,426
-41.2%
$286,6560.0%$118.97
0
2025-Q2
Increased
4,125
+175.9%
$453,6260.0%$108.57
39
2025-Q1
Unchanged
1,495
0.0%
$154,1200.0%$100.88
0
2024-Q4
Unchanged
1,495
0.0%
$152,9090.0%$100.34
0
2024-Q3
New
1,495
-
$152,9680.0%$99.77
31

Other major holders of EQWL: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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