CX Institutional’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

CX Institutional’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 Q3	$5K	Buy	94 +1	+1%	+$60	﹤0.01%	1442
2026 Q2	$6K	Hold	93	–	–	﹤0.01%	1354
2026 Q1	$5K	Buy	93 +1	+1%	+$56	﹤0.01%	1364
2025 Q4	$5K	Hold	92	–	–	﹤0.01%	1267
2025 Q3	$5K	Hold	92	–	–	﹤0.01%	1256
2025 Q2	$5K	Hold	92	–	–	﹤0.01%	1094
2025 Q1	$4K	Buy	+92	New	+$4.5K	﹤0.01%	1086

Other funds holding EQAL

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CFG

Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

CX Institutional's EQAL Position: Q3 2026 in Review

CX Institutional increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 1.1% in Q3 2026, buying an estimated $60 and bringing the position to 94 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

CX Institutional first reported a position in EQAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $6K in Q2 2026. 11 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

CX Institutional held 94 shares of Invesco Russell 1000 Equal Weight ETF worth $5K as of Q3 2026.
CX Institutional bought 1 Invesco Russell 1000 Equal Weight ETF share in Q3 2026, an estimated $60.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1442 holding.
CX Institutional first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Invesco Russell 1000 Equal Weight ETF position peaked at $6K in Q2 2026.
11 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.