Wick Capital Partners’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Wick Capital Partners’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	$4.51M	Sell	76,086 -6,494	-8%	-$376K	0.68%	23
2026 Q1	$4.55M	Buy	82,580 +68	+0.1%	+$3.77K	0.83%	22
2025 Q4	$4.34M	Buy	82,512 +19	+0%	+$992	0.78%	23
2025 Q3	$4.29M	Sell	82,493 -378,208	-82%	-$19.3M	1.02%	16
2025 Q2	$4.1M	Buy	460,701 +381,410	+481%	+$17.9M	1.07%	15
2025 Q1	$3.75M	Sell	79,291 -4,227	-5%	-$207K	1.12%	15
2024 Q4	$4.03M	Buy	83,518 +2,581	+3%	+$128K	1.19%	15
2024 Q3	$3.94M	Buy	80,937 +2,946	+4%	+$137K	1.27%	14
2024 Q2	$3.48M	Sell	77,991 -212	-0.3%	-$9.52K	1.21%	13
2024 Q1	$3.61M	Sell	78,203 -10,293	-12%	-$453K	3.51%	9
2023 Q4	$3.9M	Sell	88,496 -111,967	-56%	-$4.54M	1.63%	12
2023 Q3	$7.99M	Sell	200,463 -15,341	-7%	-$644K	4.48%	6
2023 Q2	$9.03M	Sell	215,804 -12,664	-6%	-$513K	5.34%	5
2023 Q1	$9.39M	Sell	228,468 -13,648	-6%	-$571K	5.38%	5
2022 Q4	$9.73M	Buy	242,116 +89,601	+59%	+$3.6M	5.46%	6
2022 Q3	$5.63M	Buy	152,515 +140,258	+1,144%	+$5.79M	3.64%	9
2022 Q2	$481K	Buy	+12,257	New	+$528K	0.34%	33

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Wick Capital Partners's EQAL Position: Q2 2026 in Review

Wick Capital Partners reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 7.9% in Q2 2026, selling an estimated $376K and leaving 76,086 shares worth $4.51M. The position accounts for 0.68% of the portfolio, ranked #23.

Wick Capital Partners first reported a position in EQAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.73M in Q4 2022. 96 funds tracked by Wall St. Rank hold EQAL as of Q2 2026.

Wick Capital Partners held 76,086 shares of Invesco Russell 1000 Equal Weight ETF worth $4.51M as of Q2 2026.
Wick Capital Partners sold 6,494 Invesco Russell 1000 Equal Weight ETF shares in Q2 2026, an estimated $376K.
Invesco Russell 1000 Equal Weight ETF made up 0.68% of Wick Capital Partners's portfolio in Q2 2026, its #23 holding.
Wick Capital Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
Wick Capital Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $9.73M in Q4 2022.
96 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.