Activest Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Activest Wealth Management’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
2024 Q1	–	Sell	-17,115	Closed	-$754K	–	385
2023 Q4	$755K	Buy	17,115 +15,462	+935%	+$627K	0.42%	24
2023 Q3	$65.9K	Buy	+1,653	New	+$69.4K	0.04%	77
2023 Q2	–	Sell	-1,636	Closed	-$66K	–	322
2023 Q1	$66K	Sell	1,636 -34,364	-95%	-$1.44M	0.04%	73
2022 Q4	$1.45M	Buy	+36,000	New	+$1.44M	0.43%	24

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

LFA

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Activest Wealth Management's EQAL Position: Q1 2024 in Review

Activest Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2024, closing a stake of 17,115 shares — an estimated $754K sold.

Activest Wealth Management first reported a position in EQAL in Q4 2022 and held it in 4 quarters. The position peaked at $1.45M in Q4 2022. 78 funds tracked by Wall St. Rank hold EQAL as of Q1 2024.

Activest Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
Activest Wealth Management sold 17,115 Invesco Russell 1000 Equal Weight ETF shares in Q1 2024, an estimated $754K.
Activest Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and held it in 4 quarters.
Activest Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $1.45M in Q4 2022.
78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2024.

Based on Activest Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.