Carroll Advisory Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Carroll Advisory Group’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	$1.76M	Hold	29,732	–	–	0.58%	36
2026 Q1	$1.64M	Sell	29,732 -1,038	-3%	-$57.6K	0.64%	34
2025 Q4	$1.62M	Buy	+30,770	New	+$1.61M	0.7%	31

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

Carroll Advisory Group's EQAL Position: Q2 2026 in Review

Carroll Advisory Group held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 29,732 shares worth $1.76M. The position accounts for 0.58% of the portfolio, ranked #36.

Carroll Advisory Group first reported a position in EQAL in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Carroll Advisory Group held 29,732 shares of Invesco Russell 1000 Equal Weight ETF worth $1.76M as of Q2 2026.
Carroll Advisory Group left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.58% of Carroll Advisory Group's portfolio in Q2 2026, its #36 holding.
Carroll Advisory Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.