GT
EQAL icon

Glenmede Trust’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Glenmede Trust’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
2025
Q1 		– Sell
-5,612
Closed -$271K – 1395
2024
Q4 		$271K Buy
5,612
+1,403
+33% +$69.7K ﹤0.01% 1138
2024
Q3 		$205K Hold
4,209
– – ﹤0.01% 1226
2024
Q2 		$188K Buy
+4,209
New +$189K ﹤0.01% 1202
2023
Q3 		– Sell
-598
Closed -$24.6K – 1298
2023
Q2 		$24.6K Hold
598
– – ﹤0.01% 1225
2023
Q1 		$24.6K Hold
598
– – ﹤0.01% 1231
2022
Q4 		$24K Hold
598
– – ﹤0.01% 1231
2022
Q3 		$22K Buy
+598
New +$24.7K ﹤0.01% 1215

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return