Corient Private Wealth
EQAL icon

Corient Private Wealth’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-5,184
Closed -$245K – 2470
2025
Q1 		$245K Buy
+5,184
New +$254K ﹤0.01% 1956

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
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corient Private Wealth's EQAL Position: Q2 2025 in Review

Corient Private Wealth sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 5,184 shares — an estimated $245K sold.

Corient Private Wealth first reported a position in EQAL in Q1 2025 and held it in 1 quarter. The position peaked at $245K in Q1 2025. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

  • Corient Private Wealth reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 5,184 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $245K.
  • Corient Private Wealth first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's Invesco Russell 1000 Equal Weight ETF position peaked at $245K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.