Raymond James Financial’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Raymond James Financial’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 Q2	$3.14M	Buy	52,941 +14,511	+38%	+$841K	﹤0.01%	3136
2026 Q1	$2.12M	Buy	38,430 +3,112	+9%	+$173K	﹤0.01%	3321
2025 Q4	$1.86M	Buy	35,318 +1,064	+3%	+$55.5K	﹤0.01%	3332
2025 Q3	$1.78M	Sell	34,254 -20,300	-37%	-$1.03M	﹤0.01%	3254
2025 Q2	$2.69M	Sell	54,554 -43,595	-44%	-$2.04M	﹤0.01%	2840
2025 Q1	$4.64M	Buy	98,149 +89,581	+1,046%	+$4.38M	﹤0.01%	2383
2024 Q4	$414K	Buy	+8,568	New	+$425K	﹤0.01%	4012

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Raymond James Financial's EQAL Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 38% in Q2 2026, buying an estimated $841K and bringing the position to 52,941 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Raymond James Financial first reported a position in EQAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.64M in Q1 2025. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Raymond James Financial held 52,941 shares of Invesco Russell 1000 Equal Weight ETF worth $3.14M as of Q2 2026.
Raymond James Financial bought 14,511 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $841K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3136 holding.
Raymond James Financial first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Invesco Russell 1000 Equal Weight ETF position peaked at $4.64M in Q1 2025.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.