Rockefeller Capital Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Rockefeller Capital Management’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	$870K	Sell	14,690 -7	-0%	-$406	﹤0.01%	1793
2026 Q1	$810K	Sell	14,697 -104	-0.7%	-$5.77K	﹤0.01%	1717
2025 Q4	$779K	Buy	14,801 +44	+0.3%	+$2.3K	﹤0.01%	1665
2025 Q3	$767K	Buy	14,757 +140	+1%	+$7.13K	﹤0.01%	1554
2025 Q2	$720K	Buy	+14,617	New	+$685K	﹤0.01%	1435

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

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

Rockefeller Capital Management's EQAL Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.05% in Q2 2026, selling an estimated $406 and leaving 14,690 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Rockefeller Capital Management first reported a position in EQAL in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Rockefeller Capital Management held 14,690 shares of Invesco Russell 1000 Equal Weight ETF worth $870K as of Q2 2026.
Rockefeller Capital Management sold 7 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $406.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1793 holding.
Rockefeller Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2025 and has held it in 5 quarters since.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.