Action Point Financial Planning’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Action Point Financial Planning’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$669K	Buy	+11,291	New	+$655K	0.07%	217

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's EQAL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026: 11,291 shares worth $669K. The stake represents 0.07% of the portfolio and ranks #217 among its holdings.

96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Action Point Financial Planning held 11,291 shares of Invesco Russell 1000 Equal Weight ETF worth $669K as of Q2 2026.
Invesco Russell 1000 Equal Weight ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #217 holding.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.