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 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 $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

Lunt Capital Management's EQAL Position: Q2 2026 in Review

Lunt Capital Management increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 3.6% in Q2 2026, buying an estimated $97.6K and bringing the position to 48,007 shares worth $2.84M. The position accounts for 1.04% of the portfolio, ranked #29.

Lunt Capital Management first reported a position in EQAL in Q4 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Lunt Capital Management held 48,007 shares of Invesco Russell 1000 Equal Weight ETF worth $2.84M as of Q2 2026.
Lunt Capital Management bought 1,684 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $97.6K.
Invesco Russell 1000 Equal Weight ETF made up 1.04% of Lunt Capital Management's portfolio in Q2 2026, its #29 holding.
Lunt Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.