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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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Steward Partners Investment Advisory's EQAL Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2026: 1,000 shares worth $55.1K. The stake represents ﹤0.01% of the portfolio and ranks #2728 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in EQAL as recently as Q2 2024.

Steward Partners Investment Advisory first reported a position in EQAL in Q2 2022 and has held it in 4 quarters since. The position peaked at $302K in Q2 2022. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • Steward Partners Investment Advisory held 1,000 shares of Invesco Russell 1000 Equal Weight ETF worth $55.1K as of Q1 2026.
  • Invesco Russell 1000 Equal Weight ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2728 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2022 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Invesco Russell 1000 Equal Weight ETF position peaked at $302K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.