Citadel Advisors
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Citadel Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Citadel Advisors’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
2025
Q4 		– Sell
-8,767
Closed -$456K – 12998
2025
Q3 		$456K Sell
8,767
-12,168
-58% -$619K ﹤0.01% 9363
2025
Q2 		$1.03M Buy
+20,935
New +$981K ﹤0.01% 7018
2024
Q2 		– Sell
-26,244
Closed -$1.21M – 14537
2024
Q1 		$1.21M Buy
26,244
+17,658
+206% +$778K ﹤0.01% 6544
2023
Q4 		$379K Sell
8,586
-32,621
-79% -$1.32M ﹤0.01% 8677
2023
Q3 		$1.64M Buy
41,207
+14,675
+55% +$616K ﹤0.01% 5570
2023
Q2 		$1.11M Buy
26,532
+16,859
+174% +$683K ﹤0.01% 6249
2023
Q1 		$397K Buy
+9,673
New +$404K ﹤0.01% 8785
2022
Q3 		– Sell
-5,575
Closed -$219K – 12869
2022
Q2 		$219K Buy
+5,575
New +$240K ﹤0.01% 10504
2021
Q3 		– Sell
-10,028
Closed -$458K – 13983
2021
Q2 		$458K Buy
+10,028
New +$452K ﹤0.01% 10242
2021
Q1 		– Sell
-17,570
Closed -$685K – 13284
2020
Q4 		$685K Buy
+17,570
New +$632K ﹤0.01% 7546
2020
Q3 		– Sell
-28,004
Closed -$859K – 10211
2020
Q2 		$859K Sell
28,004
-24,863
-47% -$717K ﹤0.01% 6107
2020
Q1 		$1.28M Buy
52,867
+16,510
+45% +$511K ﹤0.01% 4897
2019
Q4 		$1.24M Buy
36,357
+23,055
+173% +$755K ﹤0.01% 5217
2019
Q3 		$427K Sell
13,302
-5,190
-28% -$167K ﹤0.01% 7007
2019
Q2 		$603K Buy
+18,492
New +$597K ﹤0.01% 6530
2019
Q1 		– Sell
-10,706
Closed -$299K – 9414
2018
Q4 		$299K Sell
10,706
-2,947
-22% -$89.7K ﹤0.01% 7277
2018
Q3 		$453K Buy
+13,653
New +$448K ﹤0.01% 6854
2017
Q2 		– Sell
-28,084
Closed -$793K – 7611
2017
Q1 		$793K Buy
+28,084
New +$783K ﹤0.01% 4349
2016
Q4 		– Sell
-30,197
Closed -$792K – 7383
2016
Q3 		$792K Buy
+30,197
New +$787K ﹤0.01% 4140
2016
Q2 		– Sell
-10,452
Closed -$255K – 6946
2016
Q1 		$255K Sell
10,452
-27,908
-73% -$627K ﹤0.01% 5307
2015
Q4 		$908K Buy
+38,360
New +$923K ﹤0.01% 3693

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Citadel Advisors's EQAL Position: Q4 2025 in Review

Citadel Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2025, closing a stake of 8,767 shares — an estimated $456K sold.

Citadel Advisors first reported a position in EQAL in Q4 2015 and held it in 21 quarters. The position peaked at $1.64M in Q3 2023. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2025.

  • Citadel Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 8,767 Invesco Russell 1000 Equal Weight ETF shares in Q4 2025, an estimated $456K.
  • Citadel Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2015 and held it in 21 quarters.
  • Citadel Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $1.64M in Q3 2023.
  • 84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.