Dodds Wealth’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Dodds Wealth’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	$302K	Hold	5,093	–	–	0.07%	48
2026 Q1	$281K	Hold	5,093	–	–	0.07%	47
2025 Q4	$268K	Hold	5,093	–	–	0.07%	49
2025 Q3	$265K	Hold	5,093	–	–	0.07%	48
2025 Q2	$251K	Hold	5,093	–	–	0.07%	50
2025 Q1	$241K	Hold	5,093	–	–	0.08%	55
2024 Q4	$256K	Hold	5,093	–	–	0.08%	51
2024 Q3	$247K	Hold	5,093	–	–	0.08%	55
2024 Q2	$226K	Hold	5,093	–	–	0.09%	53
2024 Q1	$235K	Hold	5,093	–	–	0.1%	51
2023 Q4	$225K	Buy	+5,093	New	+$206K	0.12%	50

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

Dodds Wealth's EQAL Position: Q2 2026 in Review

Dodds Wealth held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 5,093 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #48.

Dodds Wealth first reported a position in EQAL in Q4 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Dodds Wealth held 5,093 shares of Invesco Russell 1000 Equal Weight ETF worth $302K as of Q2 2026.
Dodds Wealth left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.07% of Dodds Wealth's portfolio in Q2 2026, its #48 holding.
Dodds Wealth first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.