NewEdge Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

NewEdge Advisors’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 Q1	$1.1M	Sell	19,897 -5,370	-21%	-$298K	﹤0.01%	1449
2025 Q4	$1.33M	Buy	25,267 +11,071	+78%	+$578K	﹤0.01%	1313
2025 Q3	$738K	Buy	14,196 +13,770	+3,232%	+$701K	﹤0.01%	1589
2025 Q2	$21K	Hold	426	–	–	﹤0.01%	2945
2025 Q1	$20.1K	Hold	426	–	–	﹤0.01%	2861
2024 Q4	$20.6K	Hold	426	–	–	﹤0.01%	2801
2024 Q3	$20.7K	Hold	426	–	–	﹤0.01%	2706
2024 Q2	$19K	Hold	426	–	–	﹤0.01%	2641
2024 Q1	$19.7K	Hold	426	–	–	﹤0.01%	2632
2023 Q4	$18.8K	Hold	426	–	–	﹤0.01%	2589
2023 Q3	$17K	Hold	426	–	–	﹤0.01%	2421
2023 Q2	$17.8K	Hold	426	–	–	﹤0.01%	2412
2023 Q1	$17.5K	Hold	426	–	–	﹤0.01%	2383
2022 Q4	$17	Buy	+426	New	+$17.1K	﹤0.01%	3625
2017 Q3	–	Sell	-426	Closed	-$12.1K	–	587
2017 Q2	$12.1K	Buy	+426	New	+$12.1K	﹤0.01%	891

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

NewEdge Advisors's EQAL Position: Q1 2026 in Review

NewEdge Advisors reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 21% in Q1 2026, selling an estimated $298K and leaving 19,897 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

NewEdge Advisors first reported a position in EQAL in Q2 2017 and has held it in 15 quarters since. The position peaked at $1.33M in Q4 2025. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

NewEdge Advisors held 19,897 shares of Invesco Russell 1000 Equal Weight ETF worth $1.1M as of Q1 2026.
NewEdge Advisors sold 5,370 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $298K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1449 holding.
NewEdge Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2017 and has held it in 15 quarters since.
NewEdge Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $1.33M in Q4 2025.
87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.