Bank of America’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Bank of America’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	$22M	Buy	398,926 +139,631	+54%	+$7.75M	﹤0.01%	2299
2025 Q4	$13.6M	Sell	259,295 -2,732	-1%	-$143K	﹤0.01%	2603
2025 Q3	$13.6M	Sell	262,027 -3,208	-1%	-$163K	﹤0.01%	2982
2025 Q2	$13.1M	Sell	265,235 -379,176	-59%	-$17.8M	﹤0.01%	2971
2025 Q1	$30.5M	Buy	644,411 +18,214	+3%	+$891K	﹤0.01%	2031
2024 Q4	$30.2M	Buy	626,197 +21,906	+4%	+$1.09M	﹤0.01%	1913
2024 Q3	$29.4M	Buy	604,291 +5,741	+1%	+$267K	﹤0.01%	2037
2024 Q2	$26.7M	Buy	598,550 +17,436	+3%	+$783K	﹤0.01%	1972
2024 Q1	$26.8M	Buy	581,114 +32,605	+6%	+$1.44M	﹤0.01%	1994
2023 Q4	$24.2M	Buy	548,509 +97,783	+22%	+$3.96M	﹤0.01%	1968
2023 Q3	$18M	Buy	450,726 +324,034	+256%	+$13.6M	﹤0.01%	2145
2023 Q2	$5.3M	Buy	126,692 +48,760	+63%	+$1.98M	﹤0.01%	3345
2023 Q1	$3.2M	Buy	77,932 +8,004	+11%	+$335K	﹤0.01%	3952
2022 Q4	$2.81M	Buy	69,928 +23,642	+51%	+$949K	﹤0.01%	3954
2022 Q3	$1.71M	Sell	46,286 -4,144	-8%	-$171K	﹤0.01%	4423
2022 Q2	$1.98M	Buy	50,430 +12,755	+34%	+$549K	﹤0.01%	4319
2022 Q1	$1.75M	Buy	37,675 +1,692	+5%	+$76.8K	﹤0.01%	4709
2021 Q4	$1.7M	Buy	35,983 +472	+1%	+$22K	﹤0.01%	4719
2021 Q3	$1.59M	Sell	35,511 -42,353	-54%	-$1.93M	﹤0.01%	4653
2021 Q2	$3.56M	Buy	77,864 +37,749	+94%	+$1.7M	﹤0.01%	3832
2021 Q1	$1.72M	Buy	40,115 +37,576	+1,480%	+$1.56M	﹤0.01%	4384
2020 Q4	$99K	Sell	2,539 -183	-7%	-$6.58K	﹤0.01%	5991
2020 Q3	$87K	Sell	2,722 -289	-10%	-$9.37K	﹤0.01%	5770
2020 Q2	$93K	Sell	3,011 -3,052	-50%	-$88K	﹤0.01%	5708
2020 Q1	$147K	Sell	6,063 -10,856	-64%	-$336K	﹤0.01%	5284
2019 Q4	$578K	Sell	16,919 -147,267	-90%	-$4.82M	﹤0.01%	4914
2019 Q3	$5.26M	Buy	164,186 +54,283	+49%	+$1.75M	﹤0.01%	3151
2019 Q2	$3.59M	Buy	109,903 +90,309	+461%	+$2.92M	﹤0.01%	3541
2019 Q1	$630K	Buy	19,594 +2,062	+12%	+$64K	﹤0.01%	4860
2018 Q4	$489K	Buy	17,532 +372	+2%	+$11.3K	﹤0.01%	4944
2018 Q3	$569K	Sell	17,160 -81,653	-83%	-$2.68M	﹤0.01%	4859
2018 Q2	$3.14M	Sell	98,813 -41,461	-30%	-$1.3M	﹤0.01%	3603
2018 Q1	$4.28M	Buy	140,274 +95,802	+215%	+$2.99M	﹤0.01%	3237
2017 Q4	$1.39M	Sell	44,472 -35,930	-45%	-$1.09M	﹤0.01%	4260
2017 Q3	$2.37M	Buy	80,402 +2,962	+4%	+$85.3K	﹤0.01%	3848
2017 Q2	$2.21M	Sell	77,440 -1,224	-2%	-$34.7K	﹤0.01%	3793
2017 Q1	$2.22M	Buy	78,664 +51,890	+194%	+$1.45M	﹤0.01%	3778
2016 Q4	$720K	Buy	26,774 +26,188	+4,469%	+$689K	﹤0.01%	4567
2016 Q3	$15K	Hold	586	–	–	﹤0.01%	6233
2016 Q2	$15K	Hold	586	–	–	﹤0.01%	6352
2016 Q1	$14K	Sell	586 -1,025	-64%	-$23K	﹤0.01%	6271
2015 Q4	$38K	Buy	1,611 +1	+0.1%	+$24	﹤0.01%	6168
2015 Q3	$37K	Sell	1,610 -3,250	-67%	-$79.6K	﹤0.01%	6075
2015 Q2	$123K	Sell	4,860 -3,885	-44%	-$101K	﹤0.01%	5491
2015 Q1	$224K	Buy	+8,745	New	+$221K	﹤0.01%	4851

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Bank of America's EQAL Position: Q1 2026 in Review

Bank of America increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 54% in Q1 2026, buying an estimated $7.75M and bringing the position to 398,926 shares worth $22M. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Bank of America first reported a position in EQAL in Q1 2015 and has held it in 45 quarters since. The position peaked at $30.5M in Q1 2025. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

Bank of America held 398,926 shares of Invesco Russell 1000 Equal Weight ETF worth $22M as of Q1 2026.
Bank of America bought 139,631 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $7.75M.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2299 holding.
Bank of America first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2015 and has held it in 45 quarters since.
Bank of America's Invesco Russell 1000 Equal Weight ETF position peaked at $30.5M in Q1 2025.
87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.