Spire Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Spire Wealth 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
2026 Q2	$64.3K	Hold	1,086	–	–	﹤0.01%	1105
2026 Q1	$59.8K	Hold	1,086	–	–	﹤0.01%	1124
2025 Q4	$57.2K	Hold	1,086	–	–	﹤0.01%	1140
2025 Q3	$56.5K	Hold	1,086	–	–	﹤0.01%	1191
2025 Q2	$53.5K	Hold	1,086	–	–	﹤0.01%	1171
2025 Q1	$51.3K	Sell	1,086 -130	-11%	-$6.36K	﹤0.01%	1273
2024 Q4	$58.7K	Hold	1,216	–	–	﹤0.01%	1225
2024 Q3	$59.2K	Hold	1,216	–	–	﹤0.01%	1082
2024 Q2	$54.3K	Hold	1,216	–	–	﹤0.01%	1085
2024 Q1	$56.2K	Hold	1,216	–	–	﹤0.01%	1180
2023 Q4	$52.3K	Hold	1,216	–	–	﹤0.01%	1190
2023 Q3	$48.5K	Hold	1,216	–	–	﹤0.01%	1180
2023 Q2	$50.9K	Hold	1,216	–	–	﹤0.01%	1190
2023 Q1	$50K	Hold	1,216	–	–	﹤0.01%	1207
2022 Q4	$49K	Buy	+1,216	New	+$48.8K	﹤0.01%	995

Other funds holding EQAL

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return