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Valeo Financial Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Valeo Financial 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 		$208K Buy
+3,509
New +$203K ﹤0.01% 747
2025
Q1 		– Sell
-5,039
Closed -$243K – 710
2024
Q4 		$243K Buy
+5,039
New +$250K 0.01% 608

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

Valeo Financial Advisors's EQAL Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2026: 3,509 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in EQAL as recently as Q4 2024.

Valeo Financial Advisors first reported a position in EQAL in Q4 2024 and has held it in 2 quarters since. The position peaked at $243K in Q4 2024. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

  • Valeo Financial Advisors held 3,509 shares of Invesco Russell 1000 Equal Weight ETF worth $208K as of Q2 2026.
  • Invesco Russell 1000 Equal Weight ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #747 holding.
  • Valeo Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and has held it in 2 quarters since.
  • Valeo Financial Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $243K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.