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

Cerity 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	$1.42M	Buy	23,958 +18	+0.1%	+$1.04K	﹤0.01%	1777
2026 Q1	$1.32M	Hold	23,940	–	–	﹤0.01%	1704
2025 Q4	$1.26M	Hold	23,940	–	–	﹤0.01%	1593
2025 Q3	$1.24M	Hold	23,940	–	–	﹤0.01%	1500
2025 Q2	$1.18M	Buy	23,940 +355	+2%	+$16.6K	﹤0.01%	1444
2025 Q1	$1.11M	Sell	23,585 -4,558	-16%	-$223K	﹤0.01%	1382
2024 Q4	$1.36M	Sell	28,143 -740	-3%	-$36.7K	﹤0.01%	1279
2024 Q3	$1.41M	Sell	28,883 -963	-3%	-$44.7K	﹤0.01%	1257
2024 Q2	$1.33M	Hold	29,846	–	–	﹤0.01%	1101
2024 Q1	$1.38M	Buy	29,846 +23,585	+377%	+$1.04M	﹤0.01%	1133
2023 Q4	$276K	Hold	6,261	–	–	﹤0.01%	1561
2023 Q3	$250K	Buy	+6,261	New	+$263K	﹤0.01%	1209
2020 Q2	–	Sell	-207,200	Closed	-$5.02M	–	464
2020 Q1	$5.02M	Buy	207,200 +128,673	+164%	+$3.98M	0.32%	64
2019 Q4	$2.68M	Buy	78,527 +522	+0.7%	+$17.1K	0.14%	131
2019 Q3	$2.5M	Buy	78,005 +24,388	+45%	+$785K	0.15%	141
2019 Q2	$1.75M	Buy	53,617 +13,439	+33%	+$434K	0.11%	168
2019 Q1	$1.29M	Buy	40,178 +11,601	+41%	+$360K	0.09%	204
2018 Q4	$797K	Buy	28,577 +18,577	+186%	+$566K	0.05%	254
2018 Q3	$332K	Buy	+10,000	New	+$328K	0.02%	397

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

Cerity Partners's EQAL Position: Q2 2026 in Review

Cerity Partners increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.08% in Q2 2026, buying an estimated $1.04K and bringing the position to 23,958 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Cerity Partners first reported a position in EQAL in Q3 2018 and has held it in 19 quarters since. The position peaked at $5.02M in Q1 2020. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Cerity Partners held 23,958 shares of Invesco Russell 1000 Equal Weight ETF worth $1.42M as of Q2 2026.
Cerity Partners bought 18 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $1.04K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1777 holding.
Cerity Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2018 and has held it in 19 quarters since.
Cerity Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $5.02M in Q1 2020.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.