EQAL β€” Invesco Russell 1000 Equal Wei

Ownership history in SOL Capital Management CO  Β·  3 quarters on record

AI Ownership Summary

SOL Capital Management CO reported Invesco Russell 1000 Equal Wei (EQAL) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows EQAL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EQAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOL Capital Management CO's position in Invesco Russell 1000 Equal Wei, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EQAL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOL Capital Management CO held EQAL β€” position size vs. price
% of Fund (quarterly)    EQAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,120 β€” 0% 0.02% $214K 2025-10-29 $51.39
2025 Q2 REDUCED 4,120 -35 -0.8% 0.02% $203K 2025-07-22 $50.11
2024 Q3 INITIATED 4,155 β€” β€” 0.02% $202K 2024-10-22 $47.60

FAQ About SOL Capital Management CO and EQAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOL Capital Management CO reported owning EQAL?

SOL Capital Management CO reported EQAL across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported EQAL position in SOL Capital Management CO's portfolio?

The largest reported portfolio weight for EQAL was 0.02% in 2024 Q3.

What is the latest reported EQAL position on this page?

The most recent filing on this page is 2025 Q3, when SOL Capital Management CO reported 4,120 shares, equal to 0.02% of portfolio, with an estimated market value of $214K.

What does the chart on this EQAL ownership page compare?

The chart compares SOL Capital Management CO's quarterly EQAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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