Fort Point Capital Partners’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Fort Point Capital Partners’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	$362K	Buy	+6,102	New	+$354K	0.03%	195
2026 Q1	–	Sell	-28,407	Closed	-$1.57M	–	232
2025 Q4	$1.57M	Sell	28,407 -215,508	-88%	-$11.2M	0.18%	81
2025 Q3	$12.7M	Sell	243,915 -3,423	-1%	-$174K	1.49%	19
2025 Q2	$12.2M	Buy	247,338 +147,026	+147%	+$6.89M	0.88%	24
2025 Q1	$4.74M	Buy	+100,312	New	+$4.91M	0.52%	43

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

Fort Point Capital Partners's EQAL Position: Q2 2026 in Review

Fort Point Capital Partners opened a new position in Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026: 6,102 shares worth $362K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in EQAL as recently as Q4 2025.

Fort Point Capital Partners first reported a position in EQAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q3 2025. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Fort Point Capital Partners held 6,102 shares of Invesco Russell 1000 Equal Weight ETF worth $362K as of Q2 2026.
Invesco Russell 1000 Equal Weight ETF was a new Fort Point Capital Partners position in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #195 holding.
Fort Point Capital Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and has held it in 5 quarters since.
Fort Point Capital Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $12.7M in Q3 2025.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.