Longview Financial Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Longview Financial Advisors’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	$2.28M	Sell	39,780 -4,294	-10%	-$257K	1.3%	15
2026 Q2	$2.61M	Buy	44,074 +4	+0%	+$232	1.53%	15
2026 Q1	$2.43M	Buy	44,070 +3	+0%	+$167	1.48%	16
2025 Q4	$2.32M	Sell	44,067 -709	-2%	-$37K	1.58%	16
2025 Q3	$2.33M	Buy	44,776 +4	+0%	+$204	1.66%	16
2025 Q2	$2.2M	Sell	44,772 -1,715	-4%	-$80.3K	1.87%	12
2025 Q1	$2.2M	Sell	46,487 -1,409	-3%	-$68.9K	1.89%	12
2024 Q4	$2.31M	Buy	47,896 +3	+0%	+$149	1.82%	16
2024 Q3	$2.33M	Buy	47,893 +116	+0.2%	+$5.39K	1.71%	16
2024 Q2	$2.13M	Buy	47,777 +380	+0.8%	+$17.1K	1.62%	16
2024 Q1	$2.19M	Hold	47,397	–	–	1.64%	16
2023 Q4	$2.09M	Buy	+47,397	New	+$1.92M	1.68%	16

Other funds holding EQAL

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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 Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Longview Financial Advisors's EQAL Position: Q3 2026 in Review

Longview Financial Advisors reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 9.7% in Q3 2026, selling an estimated $257K and leaving 39,780 shares worth $2.28M. The position accounts for 1.3% of the portfolio, ranked #15.

Longview Financial Advisors first reported a position in EQAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q2 2026. 13 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

Longview Financial Advisors held 39,780 shares of Invesco Russell 1000 Equal Weight ETF worth $2.28M as of Q3 2026.
Longview Financial Advisors sold 4,294 Invesco Russell 1000 Equal Weight ETF shares in Q3 2026, an estimated $257K.
Invesco Russell 1000 Equal Weight ETF made up 1.3% of Longview Financial Advisors's portfolio in Q3 2026, its #15 holding.
Longview Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $2.61M in Q2 2026.
13 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.