UBS AM’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

UBS AM’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	-597	Closed	-$28.2K	–	2649
2025 Q1	$28.2K	Buy	+597	New	+$29.2K	﹤0.01%	2622

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM's EQAL Position: Q2 2025 in Review

UBS AM sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2025, closing a stake of 597 shares — an estimated $28.2K sold.

UBS AM first reported a position in EQAL in Q1 2025 and held it in 1 quarter. The position peaked at $28.2K in Q1 2025. 90 funds tracked by Wall St. Rank hold EQAL as of Q2 2025.

UBS AM reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
UBS AM sold 597 Invesco Russell 1000 Equal Weight ETF shares in Q2 2025, an estimated $28.2K.
UBS AM first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2025 and held it in 1 quarter.
UBS AM's Invesco Russell 1000 Equal Weight ETF position peaked at $28.2K in Q1 2025.
90 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.