Fidelity Investments’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Fidelity Investments’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	$624K	Buy	10,534 +3,303	+46%	+$191K	﹤0.01%	3195
2026 Q1	$398K	Sell	7,231 -108	-1%	-$6K	﹤0.01%	3211
2025 Q4	$386K	Buy	7,339 +264	+4%	+$13.8K	﹤0.01%	3175
2025 Q3	$368K	Buy	7,075 +1,221	+21%	+$62.2K	﹤0.01%	3151
2025 Q2	$288K	Buy	5,854 +319	+6%	+$14.9K	﹤0.01%	3175
2025 Q1	$262K	Sell	5,535 -11,230	-67%	-$549K	﹤0.01%	3144
2024 Q4	$810K	Buy	16,765 +14,499	+640%	+$720K	﹤0.01%	2745
2024 Q3	$110K	Buy	2,266 +454	+25%	+$21.1K	﹤0.01%	3424
2024 Q2	$80.9K	Buy	1,812 +187	+12%	+$8.39K	﹤0.01%	3381
2024 Q1	$75K	Buy	1,625 +1,232	+313%	+$54.3K	﹤0.01%	3402
2023 Q4	$17.4K	Buy	393 +109	+38%	+$4.42K	﹤0.01%	4017
2023 Q3	$11.3K	Sell	284 -885	-76%	-$37.1K	﹤0.01%	4065
2023 Q2	$48.9K	Buy	1,169 +1,135	+3,338%	+$46K	﹤0.01%	3437
2023 Q1	$1.4K	Sell	34 -545	-94%	-$22.8K	﹤0.01%	4700
2022 Q4	$23.3K	Buy	579 +436	+305%	+$17.5K	﹤0.01%	3726
2022 Q3	$5K	Sell	143 -18	-11%	-$743	﹤0.01%	4305
2022 Q2	$6K	Sell	161 -5,360	-97%	-$231K	﹤0.01%	4248
2022 Q1	$257K	Buy	5,521 +4,772	+637%	+$217K	﹤0.01%	3193
2021 Q4	$35K	Buy	749 +627	+514%	+$29.2K	﹤0.01%	3312
2021 Q3	$5K	Buy	122 +34	+39%	+$1.55K	﹤0.01%	3786
2021 Q2	$4K	Sell	88 -573	-87%	-$25.8K	﹤0.01%	3766
2021 Q1	$28K	Buy	661 +550	+495%	+$22.8K	﹤0.01%	3169
2020 Q4	$4K	Sell	111 -10	-8%	-$359	﹤0.01%	3471
2020 Q3	$4K	Buy	+121	New	+$3.92K	﹤0.01%	3345
2020 Q2	–	Sell	-3,462	Closed	-$84K	–	3723
2020 Q1	$84K	Sell	3,462 -2,632	-43%	-$81.4K	﹤0.01%	2698
2019 Q4	$208K	Sell	6,094 -6,368	-51%	-$209K	﹤0.01%	2632
2019 Q3	$400K	Buy	12,462 +8,871	+247%	+$285K	﹤0.01%	2553
2019 Q2	$117K	Hold	3,591	–	–	﹤0.01%	2715
2019 Q1	$115K	Buy	+3,591	New	+$111K	﹤0.01%	2660

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

Fidelity Investments's EQAL Position: Q2 2026 in Review

Fidelity Investments increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 46% in Q2 2026, buying an estimated $191K and bringing the position to 10,534 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #3195.

Fidelity Investments first reported a position in EQAL in Q1 2019 and has held it in 29 quarters since. The position peaked at $810K in Q4 2024. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Fidelity Investments held 10,534 shares of Invesco Russell 1000 Equal Weight ETF worth $624K as of Q2 2026.
Fidelity Investments bought 3,303 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $191K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3195 holding.
Fidelity Investments first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2019 and has held it in 29 quarters since.
Fidelity Investments's Invesco Russell 1000 Equal Weight ETF position peaked at $810K in Q4 2024.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.