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 Q2	$477K	Sell	8,043 -403	-5%	-$23.4K	﹤0.01%	3679
2026 Q1	$465K	Sell	8,446 -1,707	-17%	-$94.8K	﹤0.01%	3615
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 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

Ameriprise's EQAL Position: Q2 2026 in Review

Ameriprise reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 4.8% in Q2 2026, selling an estimated $23.4K and leaving 8,043 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

Ameriprise first reported a position in EQAL in Q4 2016 and has held it in 11 quarters since. The position peaked at $2.69M in Q1 2017. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Ameriprise held 8,043 shares of Invesco Russell 1000 Equal Weight ETF worth $477K as of Q2 2026.
Ameriprise sold 403 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $23.4K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3679 holding.
Ameriprise first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and has held it in 11 quarters since.
Ameriprise's Invesco Russell 1000 Equal Weight ETF position peaked at $2.69M in Q1 2017.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.