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 Q2	$3.04M	Buy	51,365 +975	+2%	+$56.5K	0.05%	396
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 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

Arkadios Wealth Advisors's EQAL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 1.9% in Q2 2026, buying an estimated $56.5K and bringing the position to 51,365 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #396.

Arkadios Wealth Advisors first reported a position in EQAL in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Arkadios Wealth Advisors held 51,365 shares of Invesco Russell 1000 Equal Weight ETF worth $3.04M as of Q2 2026.
Arkadios Wealth Advisors bought 975 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $56.5K.
Invesco Russell 1000 Equal Weight ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #396 holding.
Arkadios Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.