BGWM
EQAL icon

Bridge Generations Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Bridge Generations Wealth 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
2025
Q2 		– Sell
-283
Closed -$13.4K – 130
2025
Q1 		$13.4K Hold
283
– – 0.01% 63
2024
Q4 		$13.7K Buy
+283
New +$14K 0.01% 43

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
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bridge Generations Wealth Management's EQAL Position: Q2 2025 in Review

Bridge Generations Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 283 shares — an estimated $13.4K sold.

Bridge Generations Wealth Management first reported a position in EQAL in Q4 2024 and held it in 2 quarters. The position peaked at $13.7K in Q4 2024. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

  • Bridge Generations Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 283 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $13.4K.
  • Bridge Generations Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and held it in 2 quarters.
  • Bridge Generations Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $13.7K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.