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Principal Securities’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Principal Securities’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
Q4 		– Sell
-108
Closed -$5.62K – 1983
2025
Q3 		$5.62K Hold
108
– – ﹤0.01% 2919
2025
Q2 		$5.32K Sell
108
-97
-47% -$4.54K ﹤0.01% 2844
2025
Q1 		$9.9K Hold
205
– – ﹤0.01% 2525
2024
Q4 		$9.9K Hold
205
– – ﹤0.01% 2521
2024
Q3 		$9.97K Buy
205
+111
+118% +$5.15K ﹤0.01% 2445
2024
Q2 		$4.2K Hold
94
– – ﹤0.01% 2697
2024
Q1 		$4.34K Hold
94
– – ﹤0.01% 2654
2023
Q4 		$4.14K Buy
+94
New +$3.81K ﹤0.01% 2599

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Principal Securities's EQAL Position: Q4 2025 in Review

Principal Securities sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2025, closing a stake of 108 shares — an estimated $5.62K sold.

Principal Securities first reported a position in EQAL in Q4 2023 and held it in 8 quarters. The position peaked at $9.97K in Q3 2024. 83 funds tracked by Wall St. Rank hold EQAL as of Q4 2025.

  • Principal Securities reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 108 Invesco Russell 1000 Equal Weight ETF shares in Q4 2025, an estimated $5.62K.
  • Principal Securities first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco Russell 1000 Equal Weight ETF position peaked at $9.97K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.