San Luis Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

San Luis Wealth Advisors’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	-96,509	Closed	-$4.56M	–	143
2025 Q1	$4.56M	Sell	96,509 -33,907	-26%	-$1.66M	1.03%	26
2024 Q4	$6.3M	Sell	130,416 -2,905	-2%	-$144K	1.19%	22
2024 Q3	$6.49M	Buy	133,321 +8,603	+7%	+$399K	1.34%	17
2024 Q2	$5.57M	Buy	+124,718	New	+$5.6M	1.34%	16

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

San Luis Wealth Advisors's EQAL Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 96,509 shares — an estimated $4.56M sold.

San Luis Wealth Advisors first reported a position in EQAL in Q2 2024 and held it in 4 quarters. The position peaked at $6.49M in Q3 2024. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

San Luis Wealth Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 96,509 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $4.56M.
San Luis Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2024 and held it in 4 quarters.
San Luis Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $6.49M in Q3 2024.
90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.