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Mowery & Schoenfeld Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Mowery & Schoenfeld Wealth 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
2025
Q2 		– Sell
-1,614
Closed -$76.3K – 410
2025
Q1 		$76.3K Buy
+1,614
New +$79K 0.15% 101

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
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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
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
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EQAL Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 1,614 shares — an estimated $76.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EQAL in Q1 2025 and held it in 1 quarter. The position peaked at $76.3K in Q1 2025. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,614 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $76.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $76.3K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.