SFC
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Strategic Financial Concepts’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-17,276
Closed -$816K – 309
2025
Q1 		$816K Sell
17,276
-604
-3% -$29.6K 0.15% 137
2024
Q4 		$864K Buy
+17,880
New +$888K 0.17% 131
2024
Q3 		– Sell
-16,890
Closed -$754K – 369
2024
Q2 		$754K Sell
16,890
-169
-1% -$7.59K 0.44% 60
2024
Q1 		$788K Buy
17,059
+172
+1% +$7.58K 0.19% 121
2023
Q4 		$745K Buy
16,887
+105
+0.6% +$4.26K 0.44% 60
2023
Q3 		$669K Buy
16,782
+117
+0.7% +$4.91K 0.23% 109
2023
Q2 		$697K Sell
16,665
-243
-1% -$9.84K 0.26% 92
2023
Q1 		$695K Buy
+16,908
New +$707K 0.28% 85

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
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 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
PNC Financial Services Group
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return