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

Integris 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 Q3	$298K	Hold	5,200	–	–	0.06%	101
2026 Q2	$308K	Hold	5,200	–	–	0.06%	97
2026 Q1	$287K	Hold	5,200	–	–	0.07%	91
2025 Q4	$274K	Hold	5,200	–	–	0.06%	98
2025 Q3	$270K	Hold	5,200	–	–	0.07%	98
2025 Q2	$256K	Hold	5,200	–	–	0.07%	97
2025 Q1	$246K	Hold	5,200	–	–	0.07%	91
2024 Q4	$251K	Hold	5,200	–	–	0.07%	89
2024 Q3	$253K	Hold	5,200	–	–	0.07%	87
2024 Q2	$232K	Hold	5,200	–	–	0.07%	88
2024 Q1	$240K	Hold	5,200	–	–	0.07%	87
2023 Q4	$229K	Buy	+5,200	New	+$211K	0.07%	87

Other funds holding EQAL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bingham Private Wealth San Francisco, California $148M AUM 26.1% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Integris Wealth Management's EQAL Position: Q3 2026 in Review

Integris Wealth Management held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q3 2026 at 5,200 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #101.

Integris Wealth Management first reported a position in EQAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $308K in Q2 2026. 42 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

Integris Wealth Management held 5,200 shares of Invesco Russell 1000 Equal Weight ETF worth $298K as of Q3 2026.
Integris Wealth Management left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q3 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.06% of Integris Wealth Management's portfolio in Q3 2026, its #101 holding.
Integris Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Integris Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $308K in Q2 2026.
42 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.