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Castleview Partners’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Castleview Partners’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
Q3 		$318K Sell
5,557
-63
-1% -$3.77K 0.14% 156
2026
Q2 		$333K Buy
5,620
+172
+3% +$10K 0.15% 153
2026
Q1 		$300K Sell
5,448
-103
-2% -$5.72K 0.15% 147
2025
Q4 		$292K Buy
5,551
+25
+0.5% +$1.3K 0.14% 144
2025
Q3 		$287K Sell
5,526
-1,648
-23% -$83.9K 0.16% 135
2025
Q2 		$353K Sell
7,174
-2,684
-27% -$126K 0.23% 109
2025
Q1 		$466K Buy
+9,858
New +$482K 0.32% 82

Other funds holding EQAL

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Castleview Partners's EQAL Position: Q3 2026 in Review

Castleview Partners reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 1.1% in Q3 2026, selling an estimated $3.77K and leaving 5,557 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #156.

Castleview Partners first reported a position in EQAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $466K in Q1 2025. 15 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

  • Castleview Partners held 5,557 shares of Invesco Russell 1000 Equal Weight ETF worth $318K as of Q3 2026.
  • Castleview Partners sold 63 Invesco Russell 1000 Equal Weight ETF shares in Q3 2026, an estimated $3.77K.
  • Invesco Russell 1000 Equal Weight ETF made up 0.14% of Castleview Partners's portfolio in Q3 2026, its #156 holding.
  • Castleview Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
  • Castleview Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $466K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.