Jones Financial Companies
EQAL icon

Jones Financial Companies’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Jones Financial Companies’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 		$639K Buy
11,795
+6,072
+106% +$337K ﹤0.01% 1922
2025
Q4 		$301K Buy
5,723
+1,905
+50% +$99.4K ﹤0.01% 1724
2025
Q3 		$198K Buy
3,818
+501
+15% +$25.5K ﹤0.01% 1788
2025
Q2 		$163K Buy
3,317
+461
+16% +$21.6K ﹤0.01% 1744
2025
Q1 		$135K Buy
2,856
+1,680
+143% +$82.2K ﹤0.01% 1649
2024
Q4 		$56.8K Buy
1,176
+839
+249% +$41.7K ﹤0.01% 1829
2024
Q3 		$16.4K Buy
+337
New +$15.6K ﹤0.01% 2026

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Jones Financial Companies's EQAL Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 106% in Q1 2026, buying an estimated $337K and bringing the position to 11,795 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Jones Financial Companies first reported a position in EQAL in Q3 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • Jones Financial Companies held 11,795 shares of Invesco Russell 1000 Equal Weight ETF worth $639K as of Q1 2026.
  • Jones Financial Companies bought 6,072 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $337K.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1922 holding.
  • Jones Financial Companies first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.