PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$120K	Buy	2,027 +9	+0.4%	+$522	0.03%	227
2026 Q1	$111K	Sell	2,018 -397	-16%	-$22K	0.03%	225
2025 Q4	$127K	Sell	2,415 -195	-7%	-$10.2K	0.04%	213
2025 Q3	$136K	Sell	2,610 -2,272	-47%	-$116K	0.04%	182
2025 Q2	$240K	Sell	4,882 -54,562	-92%	-$2.56M	0.08%	127
2025 Q1	$2.81M	Buy	59,444 +418	+0.7%	+$20.5K	1.04%	17
2024 Q4	$2.85M	Buy	+59,026	New	+$2.93M	1.14%	16

Other funds holding EQAL

LPL Financial San Diego, California $445B AUM 25.58% 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

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EQAL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.45% in Q2 2026, buying an estimated $522 and bringing the position to 2,027 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #227.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EQAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2024. 47 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,027 shares of Invesco Russell 1000 Equal Weight ETF worth $120K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 9 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $522.
Invesco Russell 1000 Equal Weight ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #227 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Invesco Russell 1000 Equal Weight ETF position peaked at $2.85M in Q4 2024.
47 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.