Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Wealth Enhancement Advisory Services’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	$280K	Sell	4,723 -4,778	-50%	-$277K	﹤0.01%	3267
2026 Q1	$529K	Hold	9,501	–	–	﹤0.01%	2276
2025 Q4	$514K	Hold	9,501	–	–	﹤0.01%	2457
2025 Q3	$497K	Hold	9,501	–	–	﹤0.01%	2380
2025 Q2	$478K	Hold	9,501	–	–	﹤0.01%	2259
2025 Q1	$449K	Buy	9,501 +1,000	+12%	+$48.9K	﹤0.01%	2140
2024 Q4	$411K	Buy	8,501 +575	+7%	+$28.5K	﹤0.01%	2134
2024 Q3	$386K	Buy	+7,926	New	+$368K	﹤0.01%	2006

Other funds holding EQAL

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return