Creative Planning’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Buy
17,614
+1,506
+9% +$74.2K ﹤0.01% 1975
2025
Q1
$761K Buy
16,108
+60
+0.4% +$2.84K ﹤0.01% 1938
2024
Q4
$775K Buy
16,048
+4,546
+40% +$220K ﹤0.01% 1856
2024
Q3
$560K Buy
11,502
+35
+0.3% +$1.7K ﹤0.01% 1998
2024
Q2
$512K Buy
+11,467
New +$512K ﹤0.01% 1914
2017
Q3
Sell
-800
Closed -$23K 2370
2017
Q2
$23K Sell
800
-16
-2% -$460 ﹤0.01% 3054
2017
Q1
$23K Sell
816
-21
-3% -$592 ﹤0.01% 3002
2016
Q4
$23K Hold
837
﹤0.01% 2946
2016
Q3
$22K Buy
+837
New +$22K ﹤0.01% 2965