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John Overdeck’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

John Overdeck’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
Q1 		– Sell
-9,700
Closed -$511K – 4670
2025
Q4 		$511K Buy
+9,700
New +$506K ﹤0.01% 3290
2024
Q1 		– Sell
-30,199
Closed -$1.33M – 3105
2023
Q4 		$1.33M Buy
+30,199
New +$1.22M ﹤0.01% 1899

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

John Overdeck's EQAL Position: Q1 2026 in Review

John Overdeck sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2026, closing a stake of 9,700 shares — an estimated $511K sold.

John Overdeck first reported a position in EQAL in Q4 2023 and held it in 2 quarters. The position peaked at $1.33M in Q4 2023. 88 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • John Overdeck reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 9,700 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $511K.
  • John Overdeck first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and held it in 2 quarters.
  • John Overdeck's Invesco Russell 1000 Equal Weight ETF position peaked at $1.33M in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.