Total Clarity Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Total Clarity 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
2025 Q3	–	Sell	-24,882	Closed	-$1.23M	–	302
2025 Q2	$1.23M	Buy	24,882 +5,157	+26%	+$242K	0.35%	77
2025 Q1	$953K	Hold	19,725	–	–	0.31%	86
2024 Q4	$953K	Sell	19,725 -2,962	-13%	-$147K	0.31%	87
2024 Q3	$1.1M	Buy	22,687 +13,672	+152%	+$635K	0.36%	77
2024 Q2	$403K	Buy	+9,015	New	+$405K	0.14%	156

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Clarity Wealth Management's EQAL Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2025, closing a stake of 24,882 shares — an estimated $1.23M sold.

Total Clarity Wealth Management first reported a position in EQAL in Q2 2024 and held it in 5 quarters. The position peaked at $1.23M in Q2 2025. 83 funds tracked by Wall St. Rank hold EQAL as of Q3 2025.

Total Clarity Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 24,882 Invesco Russell 1000 Equal Weight ETF shares in Q3 2025, an estimated $1.23M.
Total Clarity Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2024 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $1.23M in Q2 2025.
83 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.