EQWL β€” INVESCO S&P 100 EQUAL WEIGHT ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  9 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q3. The latest visible filing shows EQWL at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INVESCO S&P 100 EQUAL WEIGHT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EQWL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held EQWL β€” position size vs. price
% of Fund (quarterly)    EQWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 18,129 +621 +3.5% 0.13% $2.1M 2026-04-13 $119.14
2025 Q4 ADDED 17,508 +489 +2.9% 0.13% $2.1M 2026-02-06 $122.18
2025 Q3 ADDED 17,019 +1,256 +8.0% 0.13% $2.0M 2025-11-14 (Est.) $114.91
2025 Q2 ADDED 15,763 +2,703 +20.7% 0.12% $1.7M 2025-08-04 $108.22
2025 Q1 ADDED 13,060 +2,150 +19.7% 0.11% $1.3M 2025-04-23 $96.39
2024 Q4 ADDED 10,910 +859 +8.5% 0.09% $1.1M 2025-02-10 $103.86
2024 Q3 REDUCED 10,051 -11 -0.1% 0.09% $1.0M 2024-10-28 $100.42
2024 Q2 ADDED 10,062 +801 +8.6% 0.08% $951K 2024-08-06 $90.88
2024 Q1 INITIATED 9,261 β€” β€” 0.08% $879K 2024-05-01 $87.49

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and EQWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning EQWL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported EQWL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EQWL position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for EQWL was 0.13% in 2025 Q3.

What is the latest reported EQWL position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 18,129 shares, equal to 0.13% of portfolio, with an estimated market value of $2.1M.

What does the chart on this EQWL ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly EQWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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