Fiduciary Financial Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Fiduciary Financial Group’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	$238K	Buy	4,017 +33	+0.8%	+$1.91K	0.03%	340
2026 Q1	$220K	Buy	3,984 +79	+2%	+$4.38K	0.03%	328
2025 Q4	$206K	Buy	3,905 +3	+0.1%	+$157	0.03%	317
2025 Q3	$203K	Buy	+3,902	New	+$199K	0.03%	316
2025 Q1	–	Sell	-4,188	Closed	-$201K	–	297
2024 Q4	$201K	Sell	4,188 -4	-0.1%	-$199	0.04%	271
2024 Q3	$202K	Buy	+4,192	New	+$195K	0.05%	252

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

Fiduciary Financial Group's EQAL Position: Q2 2026 in Review

Fiduciary Financial Group increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.83% in Q2 2026, buying an estimated $1.91K and bringing the position to 4,017 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #340.

Fiduciary Financial Group first reported a position in EQAL in Q3 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Fiduciary Financial Group held 4,017 shares of Invesco Russell 1000 Equal Weight ETF worth $238K as of Q2 2026.
Fiduciary Financial Group bought 33 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $1.91K.
Invesco Russell 1000 Equal Weight ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #340 holding.
Fiduciary Financial Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.