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 Q3	$111K	Sell	1,930 -188	-9%	-$11.3K	﹤0.01%	1230
2026 Q2	$126K	Buy	2,118 +9	+0.4%	+$522	﹤0.01%	1211
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 $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bingham Private Wealth San Francisco, California $148M AUM 26.1% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Aptus Capital Advisors's EQAL Position: Q3 2026 in Review

Aptus Capital Advisors reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 8.9% in Q3 2026, selling an estimated $11.3K and leaving 1,930 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Aptus Capital Advisors first reported a position in EQAL in Q3 2023 and has held it in 11 quarters since. The position peaked at $540K in Q4 2024. 82 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

Aptus Capital Advisors held 1,930 shares of Invesco Russell 1000 Equal Weight ETF worth $111K as of Q3 2026.
Aptus Capital Advisors sold 188 Invesco Russell 1000 Equal Weight ETF shares in Q3 2026, an estimated $11.3K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1230 holding.
Aptus Capital Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
Aptus Capital Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $540K in Q4 2024.
82 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.