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

Aptus Capital Advisors’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	$126K	Buy	2,118 +9	+0.4%	+$522	﹤0.01%	1212
2026 Q1	$116K	Buy	2,109 +10	+0.5%	+$555	﹤0.01%	1116
2025 Q4	$110K	Buy	2,099 +9	+0.4%	+$470	﹤0.01%	1153
2025 Q3	$109K	Buy	2,090 +4	+0.2%	+$204	﹤0.01%	1102
2025 Q2	$103K	Sell	2,086 -8,575	-80%	-$402K	﹤0.01%	1063
2025 Q1	$504K	Sell	10,661 -522	-5%	-$25.5K	0.01%	639
2024 Q4	$540K	Buy	+11,183	New	+$555K	0.01%	614
2024 Q2	–	Sell	-1,873	Closed	-$86.5K	–	1192
2024 Q1	$86.5K	Hold	1,873	–	–	﹤0.01%	837
2023 Q4	$82.6K	Hold	1,873	–	–	﹤0.01%	630
2023 Q3	$74.7K	Buy	+1,873	New	+$78.6K	﹤0.01%	649

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

Aptus Capital Advisors's EQAL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.43% in Q2 2026, buying an estimated $522 and bringing the position to 2,118 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Aptus Capital Advisors first reported a position in EQAL in Q3 2023 and has held it in 10 quarters since. The position peaked at $540K in Q4 2024. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Aptus Capital Advisors held 2,118 shares of Invesco Russell 1000 Equal Weight ETF worth $126K as of Q2 2026.
Aptus Capital Advisors bought 9 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $522.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1212 holding.
Aptus Capital Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2023 and has held it in 10 quarters since.
Aptus Capital Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $540K in Q4 2024.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.