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Beese Fulmer Investment Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Beese Fulmer Investment Management’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 		$268K Buy
+4,519
New +$262K 0.02% 324

Other funds holding EQAL

LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Beese Fulmer Investment Management's EQAL Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026: 4,519 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings.

24 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Beese Fulmer Investment Management held 4,519 shares of Invesco Russell 1000 Equal Weight ETF worth $268K as of Q2 2026.
  • Invesco Russell 1000 Equal Weight ETF was a new Beese Fulmer Investment Management position in Q2 2026.
  • Invesco Russell 1000 Equal Weight ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #324 holding.
  • 24 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.