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

Clearstead 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
2026 Q2	$25.5K	Hold	430	–	–	﹤0.01%	1727
2026 Q1	$23.7K	Hold	430	–	–	﹤0.01%	1419
2025 Q4	$22.6K	Hold	430	–	–	﹤0.01%	1673
2025 Q3	$22.4K	Hold	430	–	–	﹤0.01%	1596
2025 Q2	$21.2K	Hold	430	–	–	﹤0.01%	1602
2025 Q1	$20.3K	Hold	430	–	–	﹤0.01%	1421
2024 Q4	$20.8K	Sell	430 -102	-19%	-$5.06K	﹤0.01%	1379
2024 Q3	$25.9K	Hold	532	–	–	﹤0.01%	1358
2024 Q2	$23.8K	Hold	532	–	–	﹤0.01%	1331
2024 Q1	$24.2K	Hold	532	–	–	﹤0.01%	911
2023 Q4	$23.5K	Hold	532	–	–	﹤0.01%	910
2023 Q3	$21.2K	Hold	532	–	–	﹤0.01%	877
2023 Q2	$22.3K	Hold	532	–	–	﹤0.01%	880
2023 Q1	$21.9K	Hold	532	–	–	﹤0.01%	837
2022 Q4	$21.4K	Hold	532	–	–	﹤0.01%	784
2022 Q3	$20K	Sell	532 -468	-47%	-$19.3K	﹤0.01%	771
2022 Q2	$39K	Hold	1,000	–	–	﹤0.01%	665
2022 Q1	$47K	Hold	1,000	–	–	﹤0.01%	690
2021 Q4	$47K	Hold	1,000	–	–	﹤0.01%	667
2021 Q3	$45K	Hold	1,000	–	–	﹤0.01%	626
2021 Q2	$46K	Hold	1,000	–	–	﹤0.01%	571
2021 Q1	$43K	Hold	1,000	–	–	﹤0.01%	564
2020 Q4	$39K	Hold	1,000	–	–	﹤0.01%	544
2020 Q3	$32K	Buy	+1,000	New	+$32.4K	﹤0.01%	527

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

Clearstead Advisors's EQAL Position: Q2 2026 in Review

Clearstead Advisors held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 430 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Clearstead Advisors first reported a position in EQAL in Q3 2020 and has held it in 24 quarters since. The position peaked at $47K in Q1 2022. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Clearstead Advisors held 430 shares of Invesco Russell 1000 Equal Weight ETF worth $25.5K as of Q2 2026.
Clearstead Advisors left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1727 holding.
Clearstead Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2020 and has held it in 24 quarters since.
Clearstead Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $47K in Q1 2022.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.