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Silver Oak Securities’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-32,521
Closed -$1.6M – 771
2025
Q2 		$1.6M Buy
+32,521
New +$1.52M 0.13% 166

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silver Oak Securities's EQAL Position: Q3 2025 in Review

Silver Oak Securities sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2025, closing a stake of 32,521 shares — an estimated $1.6M sold.

Silver Oak Securities first reported a position in EQAL in Q2 2025 and held it in 1 quarter. The position peaked at $1.6M in Q2 2025. 83 funds tracked by Wall St. Rank hold EQAL as of Q3 2025.

  • Silver Oak Securities reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 32,521 Invesco Russell 1000 Equal Weight ETF shares in Q3 2025, an estimated $1.6M.
  • Silver Oak Securities first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2025 and held it in 1 quarter.
  • Silver Oak Securities's Invesco Russell 1000 Equal Weight ETF position peaked at $1.6M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.