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Wealthspire Advisors (New York)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-143
Closed -$7.45K – 1587
2025
Q3 		$7.45K Buy
+143
New +$7.28K ﹤0.01% 2165

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Wealthspire Advisors (New York)'s EQAL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2025, closing a stake of 143 shares — an estimated $7.45K sold.

Wealthspire Advisors (New York) first reported a position in EQAL in Q3 2025 and held it in 1 quarter. The position peaked at $7.45K in Q3 2025. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 143 Invesco Russell 1000 Equal Weight ETF shares in Q4 2025, an estimated $7.45K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Russell 1000 Equal Weight ETF position peaked at $7.45K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.