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 Q3	$2.75M	Hold	48,007	–	–	1.05%	28
2026 Q2	$2.84M	Buy	48,007 +1,684	+4%	+$97.6K	1.04%	29
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 St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bingham Private Wealth San Francisco, California $148M AUM 26.1% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Lunt Capital Management's EQAL Position: Q3 2026 in Review

Lunt Capital Management held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q3 2026 at 48,007 shares worth $2.75M. The position accounts for 1.05% of the portfolio, ranked #28.

Lunt Capital Management first reported a position in EQAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q2 2026. 82 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

Lunt Capital Management held 48,007 shares of Invesco Russell 1000 Equal Weight ETF worth $2.75M as of Q3 2026.
Lunt Capital Management left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q3 2026.
Invesco Russell 1000 Equal Weight ETF made up 1.05% of Lunt Capital Management's portfolio in Q3 2026, its #28 holding.
Lunt Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Lunt Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $2.84M in Q2 2026.
82 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.