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

UP Strategic Wealth Investment 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
Q1 		$563K Hold
9,757
– – 0.35% 46
2025
Q4 		$550K Sell
9,757
-6,812
-41% -$356K 0.4% 39
2025
Q3 		$866K Hold
16,569
– – 0.65% 28
2025
Q2 		$816K Hold
16,569
– – 0.64% 27
2025
Q1 		$783K Hold
16,569
– – 0.7% 27
2024
Q4 		$800K Hold
16,569
– – 0.8% 26
2024
Q3 		$806K Hold
16,569
– – 0.9% 24
2024
Q2 		$740K Sell
16,569
-394
-2% -$17.7K 1.12% 20
2024
Q1 		$784K Sell
16,963
-4,784
-22% -$211K 1.28% 19
2023
Q4 		$959K Buy
+21,747
New +$881K 1.75% 13

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

UP Strategic Wealth Investment Advisors's EQAL Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q1 2026 at 9,757 shares worth $563K. The position accounts for 0.35% of the portfolio, ranked #46.

UP Strategic Wealth Investment Advisors first reported a position in EQAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $959K in Q4 2023. 87 funds tracked by Wall St. Rank hold EQAL as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 9,757 shares of Invesco Russell 1000 Equal Weight ETF worth $563K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q1 2026.
  • Invesco Russell 1000 Equal Weight ETF made up 0.35% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #46 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $959K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.