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 Q3	$835K	Sell	14,571 -119	-0.8%	-$7.13K	﹤0.01%	1851
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 $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bingham Private Wealth San Francisco, California $148M AUM 26.1% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Rockefeller Capital Management's EQAL Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 0.81% in Q3 2026, selling an estimated $7.13K and leaving 14,571 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Rockefeller Capital Management first reported a position in EQAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $870K in Q2 2026. 82 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

Rockefeller Capital Management held 14,571 shares of Invesco Russell 1000 Equal Weight ETF worth $835K as of Q3 2026.
Rockefeller Capital Management sold 119 Invesco Russell 1000 Equal Weight ETF shares in Q3 2026, an estimated $7.13K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1851 holding.
Rockefeller Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2025 and has held it in 6 quarters since.
Rockefeller Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $870K in Q2 2026.
82 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.