Cetera Investment Advisers
EQAL icon

Cetera Investment Advisers’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Cetera Investment Advisers’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 		$1.88M Sell
34,091
-97
-0.3% -$5.38K ﹤0.01% 2331
2025
Q4 		$1.8M Sell
34,188
-931
-3% -$48.6K ﹤0.01% 2308
2025
Q3 		$1.83M Buy
35,119
+25,350
+259% +$1.29M ﹤0.01% 2255
2025
Q2 		$481K Buy
9,769
+1,605
+20% +$75.2K ﹤0.01% 3000
2025
Q1 		$386K Sell
8,164
-376
-4% -$18.4K ﹤0.01% 3062
2024
Q4 		$412K Sell
8,540
-276
-3% -$13.7K ﹤0.01% 2839
2024
Q3 		$429K Buy
8,816
+133
+2% +$6.18K ﹤0.01% 2774
2024
Q2 		$388K Sell
8,683
-967
-10% -$43.4K ﹤0.01% 2797
2024
Q1 		$446K Buy
+9,650
New +$425K ﹤0.01% 2688
2022
Q2 		– Sell
-4,609
Closed -$214K – 1858
2022
Q1 		$214K Buy
4,609
+125
+3% +$5.67K ﹤0.01% 1668
2021
Q4 		$212K Hold
4,484
– – ﹤0.01% 1702
2021
Q3 		$200K Hold
4,484
– – ﹤0.01% 1672
2021
Q2 		$205K Buy
+4,484
New +$202K ﹤0.01% 1657

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