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Strategic Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Strategic Wealth Advisors’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 		$45K Hold
872
– – 0.04% 104
2026
Q1 		$48K Hold
872
– – 0.04% 104
2025
Q4 		$45K Buy
+872
New +$45.5K 0.04% 104

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Wealth Advisors's EQAL Position: Q2 2026 in Review

Strategic Wealth Advisors held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2026 at 872 shares worth $45K. The position accounts for 0.04% of the portfolio, ranked #104.

Strategic Wealth Advisors first reported a position in EQAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $48K in Q1 2026. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Strategic Wealth Advisors held 872 shares of Invesco Russell 1000 Equal Weight ETF worth $45K as of Q2 2026.
  • Strategic Wealth Advisors left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco Russell 1000 Equal Weight ETF made up 0.04% of Strategic Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Strategic Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $48K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.