Brinker Capital Investments’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Brinker Capital Investments’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	-4,414	Closed	-$209K	–	1999
2025 Q1	$209K	Buy	+4,414	New	+$216K	﹤0.01%	1790
2024 Q4	–	Sell	-9,801	Closed	-$477K	–	1845
2024 Q3	$477K	Buy	+9,801	New	+$455K	﹤0.01%	1354

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brinker Capital Investments's EQAL Position: Q2 2025 in Review

Brinker Capital Investments sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 4,414 shares — an estimated $209K sold.

Brinker Capital Investments first reported a position in EQAL in Q3 2024 and held it in 2 quarters. The position peaked at $477K in Q3 2024. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

Brinker Capital Investments reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Brinker Capital Investments sold 4,414 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $209K.
Brinker Capital Investments first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and held it in 2 quarters.
Brinker Capital Investments's Invesco Russell 1000 Equal Weight ETF position peaked at $477K in Q3 2024.
90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on Brinker Capital Investments's 13F filing for Q2 2025, filed 14 Aug 2025.