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

CAPTRUST 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	$332K	Buy	5,610 +1,490	+36%	+$86.4K	﹤0.01%	2505
2026 Q1	$227K	Hold	4,120	–	–	﹤0.01%	2594
2025 Q4	$217K	Hold	4,120	–	–	﹤0.01%	2470
2025 Q3	$214K	Hold	4,120	–	–	﹤0.01%	2381
2025 Q2	$203K	Buy	+4,120	New	+$193K	﹤0.01%	2297
2023 Q2	–	Sell	-107,333	Closed	-$4.41M	–	2549
2023 Q1	$4.41M	Sell	107,333 -6,568	-6%	-$275K	0.02%	495
2022 Q4	$4.58M	Sell	113,901 -2,249	-2%	-$90.3K	0.02%	459
2022 Q3	$4.29M	Buy	116,150 +6,678	+6%	+$276K	0.03%	440
2022 Q2	$4.3M	Buy	109,472 +87,283	+393%	+$3.76M	0.03%	402
2022 Q1	$1.03M	Buy	+22,189	New	+$1.01M	0.01%	843

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

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 36% in Q2 2026, buying an estimated $86.4K and bringing the position to 5,610 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

CAPTRUST Financial Advisors first reported a position in EQAL in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2022. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

CAPTRUST Financial Advisors held 5,610 shares of Invesco Russell 1000 Equal Weight ETF worth $332K as of Q2 2026.
CAPTRUST Financial Advisors bought 1,490 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $86.4K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2505 holding.
CAPTRUST Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2022 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $4.58M in Q4 2022.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

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