CAPTRUST Financial Advisors
EQAL icon

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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return