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Mather Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Mather Group’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
-14
Closed -$771 – 1931
2026
Q1 		$771 Buy
+14
New +$777 ﹤0.01% 1787

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mather Group's EQAL Position: Q2 2026 in Review

Mather Group sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026, closing a stake of 14 shares — an estimated $771 sold.

Mather Group first reported a position in EQAL in Q1 2026 and held it in 1 quarter. The position peaked at $771 in Q1 2026. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Mather Group reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 14 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $771.
  • Mather Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
  • Mather Group's Invesco Russell 1000 Equal Weight ETF position peaked at $771 in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.