Janney Montgomery Scott
EQAL icon

Janney Montgomery Scott’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Janney Montgomery Scott’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 		$1.43M Buy
24,168
+2,086
+9% +$121K ﹤0.01% 1698
2026
Q1 		$1.22M Sell
22,082
-124
-0.6% -$6.88K ﹤0.01% 1538
2025
Q4 		$1.17M Sell
22,206
-552
-2% -$28.8K ﹤0.01% 1643
2025
Q3 		$1.18M Sell
22,758
-111
-0.5% -$5.65K ﹤0.01% 1599
2025
Q2 		$1.13M Buy
22,869
+3,977
+21% +$186K ﹤0.01% 1517
2025
Q1 		$893K Buy
18,892
+2,118
+13% +$104K ﹤0.01% 1614
2024
Q4 		$810K Buy
16,774
+1,585
+10% +$78.7K ﹤0.01% 1691
2024
Q3 		$739K Buy
15,189
+1,720
+13% +$79.9K ﹤0.01% 1707
2024
Q2 		$601K Buy
13,469
+386
+3% +$17.3K ﹤0.01% 1750
2024
Q1 		$604K Buy
13,083
+3,863
+42% +$170K ﹤0.01% 1847
2023
Q4 		$407K Sell
9,220
-2,410
-21% -$97.7K ﹤0.01% 2042
2023
Q3 		$464K Sell
11,630
-90
-0.8% -$3.78K ﹤0.01% 1811
2023
Q2 		$490K Sell
11,720
-172
-1% -$6.97K ﹤0.01% 1881
2023
Q1 		$489K Buy
11,892
+2,208
+23% +$92.3K ﹤0.01% 1743
2022
Q4 		$389K Sell
9,684
-3,385
-26% -$136K ﹤0.01% 1934
2022
Q3 		$483K Sell
13,069
-7,437
-36% -$307K ﹤0.01% 1726
2022
Q2 		$805K Sell
20,506
-7,594
-27% -$327K ﹤0.01% 1349
2022
Q1 		$1.31M Buy
28,100
+2,039
+8% +$92.5K 0.01% 1115
2021
Q4 		$1.23M Buy
26,061
+1,902
+8% +$88.6K ﹤0.01% 1213
2021
Q3 		$1.08M Buy
24,159
+1,816
+8% +$82.7K ﹤0.01% 1237
2021
Q2 		$1.02M Buy
22,343
+5,795
+35% +$261K ﹤0.01% 1257
2021
Q1 		$711K Buy
16,548
+3,524
+27% +$146K ﹤0.01% 1375
2020
Q4 		$508K Sell
13,024
-155
-1% -$5.57K ﹤0.01% 1560
2020
Q3 		$424K Buy
13,179
+2,411
+22% +$78.2K ﹤0.01% 1513
2020
Q2 		$330K Sell
10,768
-1,286
-11% -$37.1K ﹤0.01% 1579
2020
Q1 		$292K Buy
12,054
+2,348
+24% +$72.7K ﹤0.01% 1496
2019
Q4 		$332K Buy
+9,706
New +$318K ﹤0.01% 1650

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
PNC Financial Services Group
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott's EQAL Position: Q2 2026 in Review

Janney Montgomery Scott increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 9.4% in Q2 2026, buying an estimated $121K and bringing the position to 24,168 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Janney Montgomery Scott first reported a position in EQAL in Q4 2019 and has held it in 27 quarters since. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Janney Montgomery Scott held 24,168 shares of Invesco Russell 1000 Equal Weight ETF worth $1.43M as of Q2 2026.
  • Janney Montgomery Scott bought 2,086 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $121K.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1698 holding.
  • Janney Montgomery Scott first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.