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Cahill Financial Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Cahill Financial Advisors’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 		$237K Hold
3,992
– – 0.02% 278
2026
Q1 		$220K Hold
3,992
– – 0.02% 275
2025
Q4 		$210K Hold
3,992
– – 0.02% 274
2025
Q3 		$208K Buy
+3,992
New +$203K 0.02% 279

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
BPW
Bingham Private Wealth San Francisco, California $145M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Cahill Financial Advisors's EQAL Position: Q2 2026 in Review

Cahill Financial Advisors held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 3,992 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #278.

Cahill Financial Advisors first reported a position in EQAL in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Cahill Financial Advisors held 3,992 shares of Invesco Russell 1000 Equal Weight ETF worth $237K as of Q2 2026.
  • Cahill Financial Advisors left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco Russell 1000 Equal Weight ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • Cahill Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.