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

Cornerstone Advisors 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 Q2	–	Sell	-6,659	Closed	-$367K	–	134
2026 Q1	$367K	Sell	6,659 -305	-4%	-$16.9K	0.06%	108
2025 Q4	$367K	Buy	6,964 +8	+0.1%	+$418	0.06%	103
2025 Q3	$362K	Buy	+6,956	New	+$354K	0.06%	99

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

Cornerstone Advisors Asset Management's EQAL Position: Q2 2026 in Review

Cornerstone Advisors Asset Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026, closing a stake of 6,659 shares — an estimated $367K sold.

Cornerstone Advisors Asset Management first reported a position in EQAL in Q3 2025 and held it in 3 quarters. The position peaked at $367K in Q1 2026. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Cornerstone Advisors Asset Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 6,659 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $367K.
Cornerstone Advisors Asset Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2025 and held it in 3 quarters.
Cornerstone Advisors Asset Management's Invesco Russell 1000 Equal Weight ETF position peaked at $367K in Q1 2026.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.