Global Retirement Partners’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Global Retirement 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
2025 Q3	–	Sell	-18	Closed	-$886	–	3916
2025 Q2	$886	Buy	+18	New	+$843	﹤0.01%	3469
2024 Q4	$869	Hold	18	–	–	﹤0.01%	3302
2024 Q3	$876	Hold	18	–	–	﹤0.01%	3176
2024 Q2	$804	Hold	18	–	–	﹤0.01%	3210
2024 Q1	$831	Hold	18	–	–	﹤0.01%	3021
2023 Q4	$773	Hold	18	–	–	﹤0.01%	2968
2023 Q3	$698	Hold	18	–	–	﹤0.01%	2867
2023 Q2	$753	Hold	18	–	–	﹤0.01%	2853
2023 Q1	$716	Hold	18	–	–	﹤0.01%	2826
2022 Q4	$723	Hold	18	–	–	﹤0.01%	2677
2022 Q3	$1K	Sell	18 -1,044	-98%	-$43.1K	﹤0.01%	2443
2022 Q2	$42K	Buy	1,062 +5	+0.5%	+$215	﹤0.01%	1053
2022 Q1	$44K	Buy	+1,057	New	+$48K	﹤0.01%	1037

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's EQAL Position: Q3 2025 in Review

Global Retirement Partners sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2025, closing a stake of 18 shares — an estimated $886 sold.

Global Retirement Partners first reported a position in EQAL in Q1 2022 and held it in 13 quarters. The position peaked at $44K in Q1 2022. 84 funds tracked by Wall St. Rank hold EQAL as of Q3 2025.

Global Retirement Partners reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 18 Invesco Russell 1000 Equal Weight ETF shares in Q3 2025, an estimated $886.
Global Retirement Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2022 and held it in 13 quarters.
Global Retirement Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $44K in Q1 2022.
84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.