SOL Capital Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

SOL Capital Management’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 Q4	–	Sell	-4,120	Closed	-$214K	–	309
2025 Q3	$214K	Hold	4,120	–	–	0.02%	297
2025 Q2	$203K	Buy	+4,120	New	+$193K	0.02%	299
2024 Q4	–	Sell	-4,155	Closed	-$202K	–	309
2024 Q3	$202K	Buy	+4,155	New	+$193K	0.02%	303

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

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

SOL Capital Management's EQAL Position: Q4 2025 in Review

SOL Capital Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2025, closing a stake of 4,120 shares — an estimated $214K sold.

SOL Capital Management first reported a position in EQAL in Q3 2024 and held it in 3 quarters. The position peaked at $214K in Q3 2025. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2025.

SOL Capital Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
SOL Capital Management sold 4,120 Invesco Russell 1000 Equal Weight ETF shares in Q4 2025, an estimated $214K.
SOL Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and held it in 3 quarters.
SOL Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $214K in Q3 2025.
84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2025.

Based on SOL Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.