LCM
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Lunt Capital Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Lunt Capital 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
Q1 		$2.55M Hold
46,323
– – 0.98% 28
2025
Q4 		$2.44M Hold
46,323
– – 0.91% 30
2025
Q3 		$2.41M Hold
46,323
– – 0.92% 33
2025
Q2 		$2.28M Buy
46,323
+32,521
+236% +$1.52M 0.87% 32
2025
Q1 		$652K Hold
13,802
– – 0.24% 48
2024
Q4 		$667K Sell
13,802
-372
-3% -$18.5K 0.26% 48
2024
Q3 		$690K Hold
14,174
– – 0.32% 48
2024
Q2 		$633K Hold
14,174
– – 0.31% 49
2024
Q1 		$655K Sell
14,174
-1,401
-9% -$61.7K 0.33% 50
2023
Q4 		$687K Buy
+15,575
New +$631K 0.36% 50

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