Steward Partners Investment Advisory’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-1,000	Closed	-$55.1K	–	4732
2026 Q1	$55.1K	Buy	+1,000	New	+$55.5K	﹤0.01%	2728
2024 Q3	–	Sell	-523	Closed	-$23.4K	–	3773
2024 Q2	$23.4K	Buy	+523	New	+$23.5K	﹤0.01%	2457
2022 Q4	–	Sell	-7,692	Closed	-$284K	–	3393
2022 Q3	$284K	Hold	7,692	–	–	0.01%	1052
2022 Q2	$302K	Buy	+7,692	New	+$331K	0.01%	1032

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

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

Steward Partners Investment Advisory's EQAL Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026, closing a stake of 1,000 shares — an estimated $55.1K sold.

Steward Partners Investment Advisory first reported a position in EQAL in Q2 2022 and held it in 4 quarters. The position peaked at $302K in Q2 2022. 95 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,000 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $55.1K.
Steward Partners Investment Advisory first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2022 and held it in 4 quarters.
Steward Partners Investment Advisory's Invesco Russell 1000 Equal Weight ETF position peaked at $302K in Q2 2022.
95 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.