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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
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
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 $377B 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 $666B 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