Creative Planning
EQAL icon

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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Creative Planning's EQAL Position: Q1 2026 in Review

Creative Planning reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 3.1% in Q1 2026, selling an estimated $31.1K and leaving 17,299 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Creative Planning first reported a position in EQAL in Q3 2016 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • Creative Planning held 17,299 shares of Invesco Russell 1000 Equal Weight ETF worth $953K as of Q1 2026.
  • Creative Planning sold 561 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $31.1K.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2508 holding.
  • Creative Planning first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2016 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.