LWM
EQAL icon

Lodestone Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Lodestone 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
Q3 		$88.1K Hold
1,538
– – 0.03% 256
2026
Q2 		$91.1K Hold
1,538
– – 0.03% 245
2026
Q1 		$84.7K Hold
1,538
– – 0.03% 241
2025
Q4 		$81K Buy
+1,538
New +$80.3K 0.03% 241

Other funds holding EQAL

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Lodestone Wealth Management's EQAL Position: Q3 2026 in Review

Lodestone Wealth Management held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q3 2026 at 1,538 shares worth $88.1K. The position accounts for 0.03% of the portfolio, ranked #256.

Lodestone Wealth Management first reported a position in EQAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $91.1K in Q2 2026. 11 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

  • Lodestone Wealth Management held 1,538 shares of Invesco Russell 1000 Equal Weight ETF worth $88.1K as of Q3 2026.
  • Lodestone Wealth Management left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q3 2026.
  • Invesco Russell 1000 Equal Weight ETF made up 0.03% of Lodestone Wealth Management's portfolio in Q3 2026, its #256 holding.
  • Lodestone Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $91.1K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.