AlphaCore Capital’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

AlphaCore Capital’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	$503K	Buy	8,492 +141	+2%	+$8.17K	0.01%	685
2026 Q1	$460K	Buy	8,351 +11	+0.1%	+$611	0.01%	570
2025 Q4	$439K	Buy	8,340 +12	+0.1%	+$626	0.01%	658
2025 Q3	$433K	Buy	8,328 +12	+0.1%	+$611	0.01%	485
2025 Q2	$409K	Buy	8,316 +10	+0.1%	+$468	0.02%	413
2025 Q1	$393K	Buy	8,306 +11	+0.1%	+$538	0.03%	309
2024 Q4	$401K	Buy	8,295 +11	+0.1%	+$546	0.09%	141
2024 Q3	$403K	Buy	8,284 +10	+0.1%	+$464	0.09%	131
2024 Q2	$369K	Buy	8,274 +9	+0.1%	+$404	0.09%	128
2024 Q1	$382K	Buy	8,265 +10	+0.1%	+$440	0.1%	111
2023 Q4	$364K	Sell	8,255 -5,788	-41%	-$235K	0.05%	178
2023 Q3	$560K	Hold	14,043	–	–	0.09%	136
2023 Q2	$588K	Sell	14,043 -5,054	-26%	-$205K	0.09%	130
2023 Q1	$785K	Sell	19,097 -1,861	-9%	-$77.8K	0.21%	71
2022 Q4	$842K	Buy	+20,958	New	+$841K	0.33%	34

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

AlphaCore Capital's EQAL Position: Q2 2026 in Review

AlphaCore Capital increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 1.7% in Q2 2026, buying an estimated $8.17K and bringing the position to 8,492 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #685.

AlphaCore Capital first reported a position in EQAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $842K in Q4 2022. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

AlphaCore Capital held 8,492 shares of Invesco Russell 1000 Equal Weight ETF worth $503K as of Q2 2026.
AlphaCore Capital bought 141 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $8.17K.
Invesco Russell 1000 Equal Weight ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #685 holding.
AlphaCore Capital first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
AlphaCore Capital's Invesco Russell 1000 Equal Weight ETF position peaked at $842K in Q4 2022.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.