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

Friedenthal Financial’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	$1.74M	Buy	29,344 +25	+0.1%	+$1.45K	0.8%	32
2026 Q1	$1.62M	Sell	29,319 -20,774	-41%	-$1.15M	0.81%	29
2025 Q4	$2.64M	Buy	50,093 +4,194	+9%	+$219K	1.36%	20
2025 Q3	$2.39M	Sell	45,899 -138	-0.3%	-$7.03K	1.23%	20
2025 Q2	$2.27M	Buy	46,037 +30,000	+187%	+$1.41M	1.24%	22
2025 Q1	$758K	Buy	16,037 +15,912	+12,730%	+$778K	0.45%	78
2024 Q4	$6.04K	Buy	+125	New	+$6.21K	﹤0.01%	216

Other funds holding EQAL

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

Diversified Management Milwaukee, Wisconsin $468M AUM

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return