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 Q2	$333K	Buy	5,620 +172	+3%	+$9.97K	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

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

Castleview Partners's EQAL Position: Q2 2026 in Review

Castleview Partners increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 3.2% in Q2 2026, buying an estimated $9.97K and bringing the position to 5,620 shares worth $333K. The position accounts for 0.15% of the portfolio, ranked #153.

Castleview Partners first reported a position in EQAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $466K in Q1 2025. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Castleview Partners held 5,620 shares of Invesco Russell 1000 Equal Weight ETF worth $333K as of Q2 2026.
Castleview Partners bought 172 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $9.97K.
Invesco Russell 1000 Equal Weight ETF made up 0.15% of Castleview Partners's portfolio in Q2 2026, its #153 holding.
Castleview Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
Castleview Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $466K in Q1 2025.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.