Orion Portfolio Solutions’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Orion Portfolio Solutions’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 Q1	$209K	Buy	+4,414	New	+$216K	﹤0.01%	1790
2024 Q4	–	Sell	-9,801	Closed	-$477K	–	1845
2024 Q3	$477K	Buy	+9,801	New	+$455K	﹤0.01%	1354

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Orion Portfolio Solutions's EQAL Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2025: 4,414 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in EQAL as recently as Q3 2024.

Orion Portfolio Solutions first reported a position in EQAL in Q3 2024 and has held it in 2 quarters since. The position peaked at $477K in Q3 2024. 85 funds tracked by Wall St. Rank hold EQAL as of Q1 2025.

Orion Portfolio Solutions held 4,414 shares of Invesco Russell 1000 Equal Weight ETF worth $209K as of Q1 2025.
Invesco Russell 1000 Equal Weight ETF was a new Orion Portfolio Solutions position in Q1 2025.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1790 holding.
Orion Portfolio Solutions first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and has held it in 2 quarters since.
Orion Portfolio Solutions's Invesco Russell 1000 Equal Weight ETF position peaked at $477K in Q3 2024.
85 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.