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

MAI 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	–	Sell	-415	Closed	-$22.8K	–	2861
2026 Q1	$22.8K	Buy	415 +2	+0.5%	+$111	﹤0.01%	2715
2025 Q4	$21.7K	Buy	413 +2	+0.5%	+$104	﹤0.01%	2466
2025 Q3	$21.4K	Buy	411 +2	+0.5%	+$102	﹤0.01%	2375
2025 Q2	$20.1K	Buy	+409	New	+$19.2K	﹤0.01%	2350

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

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

MAI Capital Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026, closing a stake of 415 shares — an estimated $22.8K sold.

MAI Capital Management first reported a position in EQAL in Q2 2025 and held it in 4 quarters. The position peaked at $22.8K in Q1 2026. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

MAI Capital Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 415 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $22.8K.
MAI Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2025 and held it in 4 quarters.
MAI Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $22.8K in Q1 2026.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.