Simplex Trading
EQAL icon

Simplex Trading’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Simplex Trading’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 		$414 Sell
7
-59
-89% -$3.42K ﹤0.01% 8978
2026
Q1 		$3.64K Buy
+66
New +$3.66K ﹤0.01% 8082
2023
Q3 		– Sell
-133
Closed -$5K – 8945
2023
Q2 		$5K Buy
133
+8
+6% +$324 ﹤0.01% 7901
2023
Q1 		$5K Buy
+125
New +$5.23K ﹤0.01% 8033

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

Simplex Trading's EQAL Position: Q2 2026 in Review

Simplex Trading reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 89% in Q2 2026, selling an estimated $3.42K and leaving 7 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #8978.

Simplex Trading first reported a position in EQAL in Q1 2023 and has held it in 4 quarters since. The position peaked at $5K in Q2 2023. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Simplex Trading held 7 shares of Invesco Russell 1000 Equal Weight ETF worth $414 as of Q2 2026.
  • Simplex Trading sold 59 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $3.42K.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8978 holding.
  • Simplex Trading first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplex Trading's Invesco Russell 1000 Equal Weight ETF position peaked at $5K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.