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Capital Advisors Ltd’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Capital Advisors Ltd’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 		$2.6M Sell
43,916
-2,159
-5% -$125K 0.26% 64
2026
Q1 		$2.54M Sell
46,075
-2,459
-5% -$137K 0.29% 61
2025
Q4 		$2.56M Buy
48,534
+1,577
+3% +$82.3K 0.29% 56
2025
Q3 		$2.44M Buy
46,957
+1,420
+3% +$72.3K 0.28% 55
2025
Q2 		$2.24M Buy
45,537
+2,120
+5% +$99.3K 0.28% 56
2025
Q1 		$2.05M Buy
43,417
+1,460
+3% +$71.4K 0.27% 57
2024
Q4 		$2.03M Sell
41,957
-596
-1% -$29.6K 0.26% 59
2024
Q3 		$2.07M Sell
42,553
-4,742
-10% -$220K 0.26% 58
2024
Q2 		$2.11M Buy
47,295
+425
+0.9% +$19.1K 0.27% 56
2024
Q1 		$2.17M Buy
46,870
+176
+0.4% +$7.75K 0.28% 56
2023
Q4 		$2.06M Buy
46,694
+450
+1% +$18.2K 0.29% 56
2023
Q3 		$1.84M Sell
46,244
-2,515
-5% -$106K 0.28% 57
2023
Q2 		$2.04M Buy
48,759
+9
+0% +$365 0.3% 52
2023
Q1 		$2M Buy
48,750
+9
+0% +$376 0.33% 50
2022
Q4 		$1.96M Buy
48,741
+1,575
+3% +$63.2K 0.34% 52
2022
Q3 		$1.74M Buy
47,166
+1,248
+3% +$51.5K 0.34% 51
2022
Q2 		$1.8M Buy
45,918
+1,888
+4% +$81.3K 0.34% 53
2022
Q1 		$2.05M Buy
44,030
+4,827
+12% +$219K 0.34% 50
2021
Q4 		$1.86M Sell
39,203
-622
-2% -$29K 0.3% 58
2021
Q3 		$1.78M Buy
39,825
+7
+0% +$319 0.32% 53
2021
Q2 		$1.82M Buy
39,818
+1,319
+3% +$59.4K 0.33% 53
2021
Q1 		$1.65M Buy
38,499
+8
+0% +$332 0.3% 55
2020
Q4 		$1.5M Buy
38,491
+8
+0% +$288 0.33% 56
2020
Q3 		$1.24M Buy
38,483
+8
+0% +$259 0.31% 56
2020
Q2 		$1.18M Buy
38,475
+9
+0% +$260 0.31% 59
2020
Q1 		$932K Sell
38,466
-688
-2% -$21.3K 0.29% 60
2019
Q4 		$1.34M Sell
39,154
-1,498
-4% -$49.1K 0.34% 53
2019
Q3 		$1.3M Buy
40,652
+6
+0% +$193 0.36% 57
2019
Q2 		$1.33M Sell
40,646
-1,682
-4% -$54.3K 0.37% 50
2019
Q1 		$1.36M Buy
42,328
+2,501
+6% +$77.6K 0.37% 48
2018
Q4 		$1.11M Buy
+39,827
New +$1.21M 0.33% 55

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geneos Wealth Management
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
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Advisors Ltd's EQAL Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 4.7% in Q2 2026, selling an estimated $125K and leaving 43,916 shares worth $2.6M. The position accounts for 0.26% of the portfolio, ranked #64.

Capital Advisors Ltd first reported a position in EQAL in Q4 2018 and has held it in 31 quarters since. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Capital Advisors Ltd held 43,916 shares of Invesco Russell 1000 Equal Weight ETF worth $2.6M as of Q2 2026.
  • Capital Advisors Ltd sold 2,159 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $125K.
  • Invesco Russell 1000 Equal Weight ETF made up 0.26% of Capital Advisors Ltd's portfolio in Q2 2026, its #64 holding.
  • Capital Advisors Ltd first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2018 and has held it in 31 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.