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Clark Asset Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Clark Asset Management’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 		– Sell
-24,192
Closed -$1.27M – 271
2025
Q4 		$1.27M Buy
+24,192
New +$1.26M 0.13% 63

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Clark Asset Management's EQAL Position: Q1 2026 in Review

Clark Asset Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2026, closing a stake of 24,192 shares — an estimated $1.27M sold.

Clark Asset Management first reported a position in EQAL in Q4 2025 and held it in 1 quarter. The position peaked at $1.27M in Q4 2025. 88 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • Clark Asset Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Clark Asset Management sold 24,192 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $1.27M.
  • Clark Asset Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2025 and held it in 1 quarter.
  • Clark Asset Management's Invesco Russell 1000 Equal Weight ETF position peaked at $1.27M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Clark Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.