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

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

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spire Wealth Management's EQAL Position: Q2 2026 in Review

Spire Wealth Management held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 1,086 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Spire Wealth Management first reported a position in EQAL in Q4 2022 and has held it in 15 quarters since. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Spire Wealth Management held 1,086 shares of Invesco Russell 1000 Equal Weight ETF worth $64.3K as of Q2 2026.
Spire Wealth Management left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1105 holding.
Spire Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.