Gladstone Institutional Advisory’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Gladstone Institutional Advisory’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	$562K	Hold	10,200	–	–	0.02%	515
2025 Q4	$537K	Sell	10,200 -300	-3%	-$15.7K	0.02%	484
2025 Q3	$546K	Sell	10,500 -600	-5%	-$30.5K	0.02%	495
2025 Q2	$547K	Hold	11,100	–	–	0.02%	473
2025 Q1	$525K	Sell	11,100 -431	-4%	-$21.1K	0.02%	454
2024 Q4	$557K	Buy	11,531 +2	+0%	+$99	0.03%	448
2024 Q3	$561K	Buy	11,529 +2	+0%	+$93	0.03%	422
2024 Q2	$515K	Sell	11,527 -1,423	-11%	-$63.9K	0.03%	416
2024 Q1	$598K	Buy	12,950 +1	+0%	+$44	0.03%	376
2023 Q4	$571K	Buy	12,949 +2	+0%	+$81	0.03%	392
2023 Q3	$516K	Sell	12,947 -2,397	-16%	-$101K	0.03%	382
2023 Q2	$642K	Buy	+15,344	New	+$622K	0.04%	356

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

Gladstone Institutional Advisory's EQAL Position: Q1 2026 in Review

Gladstone Institutional Advisory held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q1 2026 at 10,200 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #515.

Gladstone Institutional Advisory first reported a position in EQAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $642K in Q2 2023. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

Gladstone Institutional Advisory held 10,200 shares of Invesco Russell 1000 Equal Weight ETF worth $562K as of Q1 2026.
Gladstone Institutional Advisory left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q1 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #515 holding.
Gladstone Institutional Advisory first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2023 and has held it in 12 quarters since.
Gladstone Institutional Advisory's Invesco Russell 1000 Equal Weight ETF position peaked at $642K in Q2 2023.
87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.