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 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 $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

Raymond James Financial's EQAL Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 8.8% in Q1 2026, buying an estimated $173K and bringing the position to 38,430 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

Raymond James Financial first reported a position in EQAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.64M in Q1 2025. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

Raymond James Financial held 38,430 shares of Invesco Russell 1000 Equal Weight ETF worth $2.12M as of Q1 2026.
Raymond James Financial bought 3,112 Invesco Russell 1000 Equal Weight ETF shares in Q1 2026, an estimated $173K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3321 holding.
Raymond James Financial first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Invesco Russell 1000 Equal Weight ETF position peaked at $4.64M in Q1 2025.
87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.