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SFE Investment Counsel’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

SFE Investment Counsel’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 		$1.59M Sell
26,829
-436
-2% -$25.3K 0.21% 83
2026
Q1 		$1.5M Buy
27,265
+480
+2% +$26.6K 0.24% 83
2025
Q4 		$1.41M Buy
26,785
+376
+1% +$19.6K 0.22% 84
2025
Q3 		$1.37M Sell
26,409
-687
-3% -$35K 0.22% 81
2025
Q2 		$1.33M Buy
27,096
+90
+0.3% +$4.22K 0.23% 80
2025
Q1 		$1.28M Sell
27,006
-2,626
-9% -$128K 0.26% 80
2024
Q4 		$1.43M Sell
29,632
-2,901
-9% -$144K 0.3% 74
2024
Q3 		$1.58M Sell
32,533
-2,233
-6% -$104K 0.33% 75
2024
Q2 		$1.55M Buy
34,766
+274
+0.8% +$12.3K 0.34% 72
2024
Q1 		$1.59M Sell
34,492
-452
-1% -$19.9K 0.36% 71
2023
Q4 		$1.54M Sell
34,944
-2,083
-6% -$84.4K 0.4% 68
2023
Q3 		$1.48M Buy
37,027
+6,206
+20% +$261K 0.43% 65
2023
Q2 		$1.29M Buy
30,821
+29
+0.1% +$1.18K 0.36% 69
2023
Q1 		$1.23M Sell
30,792
-702
-2% -$29.3K 0.38% 70
2022
Q4 		$1.31M Buy
31,494
+371
+1% +$14.9K 0.41% 69
2022
Q3 		$1.15M Buy
31,123
+1,941
+7% +$80.1K 0.36% 73
2022
Q2 		$1.15M Sell
29,182
-314
-1% -$13.5K 0.34% 78
2022
Q1 		$1.37M Buy
29,496
+3,092
+12% +$140K 0.35% 78
2021
Q4 		$1.25M Buy
26,404
+880
+3% +$41K 0.32% 76
2021
Q3 		$1.14M Buy
25,524
+56
+0.2% +$2.55K 0.32% 79
2021
Q2 		$1.16M Buy
25,468
+277
+1% +$12.5K 0.32% 78
2021
Q1 		$1.08M Sell
25,191
-7,195
-22% -$299K 0.31% 76
2020
Q4 		$1.26M Buy
32,386
+7,216
+29% +$259K 0.4% 66
2020
Q3 		$810K Buy
25,170
+383
+2% +$12.4K 0.32% 75
2020
Q2 		$761K Buy
24,787
+667
+3% +$19.2K 0.34% 72
2020
Q1 		$584K Buy
24,120
+930
+4% +$28.8K 0.32% 74
2019
Q4 		$792K Sell
23,190
-656
-3% -$21.5K 0.32% 74
2019
Q3 		$765K Sell
23,846
-1,173
-5% -$37.7K 0.32% 76
2019
Q2 		$816K Buy
25,019
+4,442
+22% +$143K 0.35% 72
2019
Q1 		$662K Buy
+20,577
New +$639K 0.3% 79

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFE Investment Counsel's EQAL Position: Q2 2026 in Review

SFE Investment Counsel reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 1.6% in Q2 2026, selling an estimated $25.3K and leaving 26,829 shares worth $1.59M. The position accounts for 0.21% of the portfolio, ranked #83.

SFE Investment Counsel first reported a position in EQAL in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.59M in Q1 2024. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • SFE Investment Counsel held 26,829 shares of Invesco Russell 1000 Equal Weight ETF worth $1.59M as of Q2 2026.
  • SFE Investment Counsel sold 436 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $25.3K.
  • Invesco Russell 1000 Equal Weight ETF made up 0.21% of SFE Investment Counsel's portfolio in Q2 2026, its #83 holding.
  • SFE Investment Counsel first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2019 and has held it in 30 quarters since.
  • SFE Investment Counsel's Invesco Russell 1000 Equal Weight ETF position peaked at $1.59M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.