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Arkadios Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Arkadios Wealth 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 		$2.78M Sell
50,390
-475
-0.9% -$26.4K 0.05% 408
2025
Q4 		$2.68M Buy
50,865
+3,923
+8% +$205K 0.05% 361
2025
Q3 		$2.44M Sell
46,942
-444
-0.9% -$22.6K 0.06% 344
2025
Q2 		$2.33M Buy
+47,386
New +$2.22M 0.07% 306

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

Arkadios Wealth Advisors's EQAL Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.93% in Q1 2026, selling an estimated $26.4K and leaving 50,390 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #408.

Arkadios Wealth Advisors first reported a position in EQAL in Q2 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • Arkadios Wealth Advisors held 50,390 shares of Invesco Russell 1000 Equal Weight ETF worth $2.78M as of Q1 2026.
  • Arkadios Wealth Advisors sold 475 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $26.4K.
  • Invesco Russell 1000 Equal Weight ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #408 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.