Gilliland Jeter Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Gilliland Jeter Wealth Management’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 Q1	$356K	Buy	6,452 +25	+0.4%	+$1.39K	0.11%	141
2025 Q4	$338K	Buy	6,427 +26	+0.4%	+$1.36K	0.1%	139
2025 Q3	$333K	Buy	6,401 +28	+0.4%	+$1.43K	0.1%	141
2025 Q2	$314K	Buy	6,373 +24	+0.4%	+$1.12K	0.1%	137
2025 Q1	$300K	Buy	6,349 +26	+0.4%	+$1.27K	0.11%	142
2024 Q4	$305K	Buy	6,323 +24	+0.4%	+$1.19K	0.1%	139
2024 Q3	$306K	Buy	6,299 +25	+0.4%	+$1.16K	0.1%	142
2024 Q2	$280K	Buy	6,274 +20	+0.3%	+$898	0.09%	143
2024 Q1	$289K	Buy	6,254 +23	+0.4%	+$1.01K	0.1%	142
2023 Q4	$275K	Buy	+6,231	New	+$253K	0.11%	138

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's EQAL Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.39% in Q1 2026, buying an estimated $1.39K and bringing the position to 6,452 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #141.

Gilliland Jeter Wealth Management first reported a position in EQAL in Q4 2023 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

Gilliland Jeter Wealth Management held 6,452 shares of Invesco Russell 1000 Equal Weight ETF worth $356K as of Q1 2026.
Gilliland Jeter Wealth Management bought 25 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $1.39K.
Invesco Russell 1000 Equal Weight ETF made up 0.11% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #141 holding.
Gilliland Jeter Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.