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 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

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Integris Wealth Management's EQAL Position: Q2 2026 in Review

Integris Wealth Management held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 5,200 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #97.

Integris Wealth Management first reported a position in EQAL in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Integris Wealth Management held 5,200 shares of Invesco Russell 1000 Equal Weight ETF worth $308K as of Q2 2026.
Integris Wealth Management left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #97 holding.
Integris Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
18 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.