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

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

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

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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's EQAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 50% in Q2 2026, selling an estimated $277K and leaving 4,723 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Wealth Enhancement Advisory Services first reported a position in EQAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $529K in Q1 2026. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Wealth Enhancement Advisory Services held 4,723 shares of Invesco Russell 1000 Equal Weight ETF worth $280K as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,778 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $277K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3267 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Invesco Russell 1000 Equal Weight ETF position peaked at $529K in Q1 2026.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.