Envestnet Asset Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Envestnet Asset Management’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	$2.68M	Buy	45,280 +3,421	+8%	+$198K	﹤0.01%	2935
2026 Q1	$2.31M	Buy	41,859 +6,142	+17%	+$341K	﹤0.01%	2910
2025 Q4	$1.88M	Sell	35,717 -7,239	-17%	-$378K	﹤0.01%	2877
2025 Q3	$2.23M	Buy	42,956 +1,440	+3%	+$73.3K	﹤0.01%	2809
2025 Q2	$2.04M	Buy	41,516 +4,510	+12%	+$211K	﹤0.01%	2811
2025 Q1	$1.75M	Buy	37,006 +2,262	+7%	+$111K	﹤0.01%	2821
2024 Q4	$1.68M	Buy	34,744 +940	+3%	+$46.7K	﹤0.01%	2815
2024 Q3	$1.64M	Sell	33,804 -1,892	-5%	-$87.9K	﹤0.01%	2797
2024 Q2	$1.59M	Buy	35,696 +186	+0.5%	+$8.35K	﹤0.01%	2736
2024 Q1	$1.64M	Buy	35,510 +242	+0.7%	+$10.7K	﹤0.01%	2699
2023 Q4	$1.56M	Sell	35,268 -4,271	-11%	-$173K	﹤0.01%	2624
2023 Q3	$1.58M	Buy	39,539 +22,392	+131%	+$940K	﹤0.01%	2506
2023 Q2	$717K	Sell	17,147 -1,318	-7%	-$53.4K	﹤0.01%	2999
2023 Q1	$759K	Sell	18,465 -7,492	-29%	-$313K	﹤0.01%	2860
2022 Q4	$1.04M	Sell	25,957 -6,072	-19%	-$244K	﹤0.01%	2600
2022 Q3	$1.18M	Sell	32,029 -153	-0.5%	-$6.31K	﹤0.01%	2427
2022 Q2	$1.26M	Sell	32,182 -82,572	-72%	-$3.55M	﹤0.01%	2409
2022 Q1	$5.34M	Buy	+114,754	New	+$5.21M	﹤0.01%	1565
2021 Q2	–	Sell	-6,128	Closed	-$263K	–	3649
2021 Q1	$263K	Buy	+6,128	New	+$254K	﹤0.01%	3207
2016 Q4	–	Sell	-1,007	Closed	-$26K	–	3148
2016 Q3	$26K	Buy	+1,007	New	+$26.2K	﹤0.01%	2765

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

Envestnet Asset Management's EQAL Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 8.2% in Q2 2026, buying an estimated $198K and bringing the position to 45,280 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Envestnet Asset Management first reported a position in EQAL in Q3 2016 and has held it in 20 quarters since. The position peaked at $5.34M in Q1 2022. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Envestnet Asset Management held 45,280 shares of Invesco Russell 1000 Equal Weight ETF worth $2.68M as of Q2 2026.
Envestnet Asset Management bought 3,421 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $198K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2935 holding.
Envestnet Asset Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2016 and has held it in 20 quarters since.
Envestnet Asset Management's Invesco Russell 1000 Equal Weight ETF position peaked at $5.34M in Q1 2022.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.