Sound Income Strategies’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Sound Income Strategies’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	-76	Closed	-$3.74K	–	1741
2025 Q2	$3.74K	Hold	76	–	–	﹤0.01%	1158
2025 Q1	$3.59K	Hold	76	–	–	﹤0.01%	1131
2024 Q4	$3.67K	Hold	76	–	–	﹤0.01%	1053
2024 Q3	$3.7K	Hold	76	–	–	﹤0.01%	1014
2024 Q2	$3.39K	Hold	76	–	–	﹤0.01%	1022
2024 Q1	$3.51K	Buy	+76	New	+$3.35K	﹤0.01%	961
2023 Q4	–	Sell	-70	Closed	-$2.79K	–	1342
2023 Q3	$2.79K	Buy	+70	New	+$2.94K	﹤0.01%	849

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Income Strategies's EQAL Position: Q3 2025 in Review

Sound Income Strategies sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2025, closing a stake of 76 shares — an estimated $3.74K sold.

Sound Income Strategies first reported a position in EQAL in Q3 2023 and held it in 7 quarters. The position peaked at $3.74K in Q2 2025. 83 funds tracked by Wall St. Rank hold EQAL as of Q3 2025.

Sound Income Strategies reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 76 Invesco Russell 1000 Equal Weight ETF shares in Q3 2025, an estimated $3.74K.
Sound Income Strategies first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2023 and held it in 7 quarters.
Sound Income Strategies's Invesco Russell 1000 Equal Weight ETF position peaked at $3.74K in Q2 2025.
83 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.