Shade Tree Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Shade Tree 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
2026 Q3	$1.17M	Sell	20,447 -1,561	-7%	-$93.5K	0.63%	17
2026 Q2	$1.3M	Hold	22,008	–	–	0.76%	11
2026 Q1	$1.21M	Hold	22,008	–	–	0.87%	10
2025 Q4	$1.16M	Buy	22,008 +1,456	+7%	+$76K	0.88%	9
2025 Q3	$1.07M	Hold	20,552	–	–	0.93%	9
2025 Q2	$1.01M	Hold	20,552	–	–	0.88%	11
2025 Q1	$971K	Hold	20,552	–	–	0.96%	11
2024 Q4	$993K	Buy	+20,552	New	+$1.02M	1%	11

Other funds holding EQAL

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Ulrich Consultants & Investment Group Albuquerque, New Mexico $100M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Gilliland Jeter Wealth Management Little Rock, Arkansas $395M AUM 28.33% 1-Year Est. Return

Shade Tree Advisors's EQAL Position: Q3 2026 in Review

Shade Tree Advisors reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 7.1% in Q3 2026, selling an estimated $93.5K and leaving 20,447 shares worth $1.17M. The position accounts for 0.63% of the portfolio, ranked #17.

Shade Tree Advisors first reported a position in EQAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q2 2026. 23 funds tracked by Wall St. Rank hold EQAL as of Q3 2026.

Shade Tree Advisors held 20,447 shares of Invesco Russell 1000 Equal Weight ETF worth $1.17M as of Q3 2026.
Shade Tree Advisors sold 1,561 Invesco Russell 1000 Equal Weight ETF shares in Q3 2026, an estimated $93.5K.
Invesco Russell 1000 Equal Weight ETF made up 0.63% of Shade Tree Advisors's portfolio in Q3 2026, its #17 holding.
Shade Tree Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
Shade Tree Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $1.3M in Q2 2026.
23 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.