Baird Financial Group
EQAL icon

Baird Financial Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Baird Financial Group’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 		$1.18M Sell
19,976
-78
-0.4% -$4.52K ﹤0.01% 1271
2026
Q1 		$1.1M Buy
20,054
+642
+3% +$35.6K ﹤0.01% 1237
2025
Q4 		$1.02M Sell
19,412
-322
-2% -$16.8K ﹤0.01% 1240
2025
Q3 		$1.03M Sell
19,734
-31
-0.2% -$1.58K ﹤0.01% 1247
2025
Q2 		$973K Sell
19,765
-161
-0.8% -$7.54K ﹤0.01% 1220
2025
Q1 		$942K Sell
19,926
-81
-0.4% -$3.96K ﹤0.01% 1200
2024
Q4 		$966K Buy
20,007
+632
+3% +$31.4K ﹤0.01% 1189
2024
Q3 		$943K Buy
19,375
+831
+4% +$38.6K ﹤0.01% 1192
2024
Q2 		$828K Buy
18,544
+3,286
+22% +$148K ﹤0.01% 1237
2024
Q1 		$705K Buy
15,258
+526
+4% +$23.2K ﹤0.01% 1265
2023
Q4 		$650K Buy
14,732
+4,809
+48% +$195K ﹤0.01% 1276
2023
Q3 		$396K Sell
9,923
-468
-5% -$19.6K ﹤0.01% 1419
2023
Q2 		$435K Buy
10,391
+26
+0.3% +$1.05K ﹤0.01% 1397
2023
Q1 		$426K Sell
10,365
-91
-0.9% -$3.8K ﹤0.01% 1373
2022
Q4 		$420K Buy
10,456
+974
+10% +$39.1K ﹤0.01% 1356
2022
Q3 		$350K Hold
9,482
– – ﹤0.01% 1406
2022
Q2 		$372K Sell
9,482
-1,657
-15% -$71.3K ﹤0.01% 1457
2022
Q1 		$518K Buy
11,139
+527
+5% +$23.9K ﹤0.01% 1388
2021
Q4 		$502K Buy
10,612
+615
+6% +$28.7K ﹤0.01% 1469
2021
Q3 		$446K Buy
9,997
+1,737
+21% +$79.1K ﹤0.01% 1514
2021
Q2 		$377K Buy
8,260
+1,503
+22% +$67.7K ﹤0.01% 1502
2021
Q1 		$290K Hold
6,757
– – ﹤0.01% 1533
2020
Q4 		$263K Hold
6,757
– – ﹤0.01% 1407
2020
Q3 		$217K Sell
6,757
-5
-0.1% -$162 ﹤0.01% 1388
2020
Q2 		$208K Buy
+6,762
New +$195K ﹤0.01% 1410
2020
Q1 		– Sell
-8,200
Closed -$280K – 1460
2019
Q4 		$280K Hold
8,200
– – ﹤0.01% 1348
2019
Q3 		$263K Hold
8,200
– – ﹤0.01% 1358
2019
Q2 		$268K Buy
+8,200
New +$265K ﹤0.01% 1366

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group's EQAL Position: Q2 2026 in Review

Baird Financial Group reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.39% in Q2 2026, selling an estimated $4.52K and leaving 19,976 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Baird Financial Group first reported a position in EQAL in Q2 2019 and has held it in 28 quarters since. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Baird Financial Group held 19,976 shares of Invesco Russell 1000 Equal Weight ETF worth $1.18M as of Q2 2026.
  • Baird Financial Group sold 78 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $4.52K.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1271 holding.
  • Baird Financial Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2019 and has held it in 28 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.