Ameriprise
EQAL icon

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

Ameriprise’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
Q1 		$465K Sell
8,446
-1,707
-17% -$94.8K ﹤0.01% 3612
2025
Q4 		$534K Sell
10,153
-749
-7% -$39.1K ﹤0.01% 3598
2025
Q3 		$567K Sell
10,902
-1,397
-11% -$71.1K ﹤0.01% 3589
2025
Q2 		$606K Sell
12,299
-550
-4% -$25.8K ﹤0.01% 3463
2025
Q1 		$607K Sell
12,849
-357
-3% -$17.5K ﹤0.01% 3410
2024
Q4 		$638K Buy
+13,206
New +$656K ﹤0.01% 3428
2017
Q4 		– Sell
-24,344
Closed -$718K – 3653
2017
Q3 		$718K Sell
24,344
-5,719
-19% -$165K ﹤0.01% 3091
2017
Q2 		$857K Sell
30,063
-65,019
-68% -$1.84M ﹤0.01% 3009
2017
Q1 		$2.69M Buy
95,082
+52,006
+121% +$1.45M ﹤0.01% 2441
2016
Q4 		$1.16M Buy
+43,076
New +$1.13M ﹤0.01% 2899

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return