SEC 13F Intelligence

Altus Wealth Management, LLC / EQWL

Altus Wealth Management, LLC’s Invesco Exchange Traded Fd T Position

Does Altus Wealth Management, LLC own Invesco Exchange Traded Fd T (EQWL)? Yes — 308.7K shares worth $36M (+15.81% of its 13F portfolio) as of Q1 2026, up from 302.8K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
308.7K
% of Portfolio
+15.81%
Quarters Held
4
currently held

Position History EQWL

Reported value by quarter
Q2 ’25: $32MQ2 ’25Q3 ’25: $34MQ3 ’25Q4 ’25: $36MQ4 ’25Q1 ’26: $36MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026308.7K$36M+15.81%
Q4 2025302.8K$36M+15.43%
Q3 2025299.9K$34M+15.23%
Q2 2025295.4K$32M+15.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altus Wealth Management, LLC’s full portfolio or all institutional holders of EQWL.