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 Q2	$914K	Buy	15,466 +3,671	+31%	+$213K	﹤0.01%	1944
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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies's EQAL Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 31% in Q2 2026, buying an estimated $213K and bringing the position to 15,466 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Jones Financial Companies first reported a position in EQAL in Q3 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Jones Financial Companies held 15,466 shares of Invesco Russell 1000 Equal Weight ETF worth $914K as of Q2 2026.
Jones Financial Companies bought 3,671 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $213K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1944 holding.
Jones Financial Companies first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.