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

Creative Planning’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	$754K	Sell	12,717 -4,582	-26%	-$266K	﹤0.01%	2872
2026 Q1	$953K	Sell	17,299 -561	-3%	-$31.1K	﹤0.01%	2508
2025 Q4	$940K	Buy	17,860 +405	+2%	+$21.1K	﹤0.01%	2327
2025 Q3	$908K	Sell	17,455 -159	-0.9%	-$8.09K	﹤0.01%	2198
2025 Q2	$867K	Buy	17,614 +1,506	+9%	+$70.5K	﹤0.01%	1980
2025 Q1	$761K	Buy	16,108 +60	+0.4%	+$2.94K	﹤0.01%	1943
2024 Q4	$775K	Buy	16,048 +4,546	+40%	+$226K	﹤0.01%	1861
2024 Q3	$560K	Buy	11,502 +35	+0.3%	+$1.63K	﹤0.01%	1998
2024 Q2	$512K	Buy	+11,467	New	+$515K	﹤0.01%	1921
2017 Q3	–	Sell	-800	Closed	-$23K	–	2426
2017 Q2	$23K	Sell	800 -16	-2%	-$454	﹤0.01%	3086
2017 Q1	$23K	Sell	816 -21	-3%	-$586	﹤0.01%	3033
2016 Q4	$23K	Hold	837	–	–	﹤0.01%	2981
2016 Q3	$22K	Buy	+837	New	+$21.8K	﹤0.01%	2996

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

Creative Planning's EQAL Position: Q2 2026 in Review

Creative Planning reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 26% in Q2 2026, selling an estimated $266K and leaving 12,717 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Creative Planning first reported a position in EQAL in Q3 2016 and has held it in 13 quarters since. The position peaked at $953K in Q1 2026. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Creative Planning held 12,717 shares of Invesco Russell 1000 Equal Weight ETF worth $754K as of Q2 2026.
Creative Planning sold 4,582 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $266K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2872 holding.
Creative Planning first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2016 and has held it in 13 quarters since.
Creative Planning's Invesco Russell 1000 Equal Weight ETF position peaked at $953K in Q1 2026.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.