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

Private Advisor 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
2025
Q2 		– Sell
-5,066
Closed -$239K – 2512
2025
Q1 		$239K Sell
5,066
-2,948
-37% -$144K ﹤0.01% 2001
2024
Q4 		$387K Sell
8,014
-1,908
-19% -$94.7K ﹤0.01% 1722
2024
Q3 		$483K Sell
9,922
-3,836
-28% -$178K ﹤0.01% 1638
2024
Q2 		$614K Sell
13,758
-4,841
-26% -$217K ﹤0.01% 1458
2024
Q1 		$859K Sell
18,599
-8,749
-32% -$385K 0.01% 1231
2023
Q4 		$1.21M Sell
27,348
-17,889
-40% -$725K 0.01% 1021
2023
Q3 		$1.8M Sell
45,237
-96,830
-68% -$4.06M 0.02% 744
2023
Q2 		$5.94M Sell
142,067
-8,678
-6% -$352K 0.05% 347
2023
Q1 		$6.19M Buy
150,745
+12,090
+9% +$505K 0.06% 327
2022
Q4 		$5.57K Sell
138,655
-15,630
-10% -$627K ﹤0.01% 1011
2022
Q3 		$5.7M Buy
154,285
+4,759
+3% +$196K 0.07% 296
2022
Q2 		$5.87M Buy
149,526
+102,212
+216% +$4.4M 0.05% 357
2022
Q1 		$2.2M Buy
47,314
+12,343
+35% +$560K 0.02% 764
2021
Q4 		$1.66M Buy
34,971
+4,872
+16% +$227K 0.01% 898
2021
Q3 		$1.34M Sell
30,099
-7,791
-21% -$355K 0.01% 1064
2021
Q2 		$1.73M Buy
37,890
+6,115
+19% +$275K 0.02% 816
2021
Q1 		$1.36M Buy
31,775
+24,328
+327% +$1.01M 0.01% 867
2020
Q4 		$290K Buy
+7,447
New +$268K ﹤0.01% 1476
2020
Q3 		– Sell
-1,344
Closed -$41K – 2121
2020
Q2 		$41K Buy
+1,344
New +$38.8K ﹤0.01% 2198

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
GWM
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

Private Advisor Group's EQAL Position: Q2 2025 in Review

Private Advisor Group sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 5,066 shares — an estimated $239K sold.

Private Advisor Group first reported a position in EQAL in Q2 2020 and held it in 19 quarters. The position peaked at $6.19M in Q1 2023. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

  • Private Advisor Group reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 5,066 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $239K.
  • Private Advisor Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2020 and held it in 19 quarters.
  • Private Advisor Group's Invesco Russell 1000 Equal Weight ETF position peaked at $6.19M in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.