Advisor Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Advisor Group’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
2019 Q4	$66K	Buy	1,932 +437	+29%	+$14.3K	﹤0.01%	3225
2019 Q3	$48K	Buy	1,495 +279	+23%	+$8.98K	﹤0.01%	3419
2019 Q2	$40K	Hold	1,216	–	–	﹤0.01%	3524
2019 Q1	$39K	Buy	1,216 +30	+3%	+$931	﹤0.01%	3551
2018 Q4	$33K	Hold	1,186	–	–	﹤0.01%	3476
2018 Q3	$39K	Hold	1,186	–	–	﹤0.01%	3457
2018 Q2	$38K	Hold	1,186	–	–	﹤0.01%	3300
2018 Q1	$36K	Sell	1,186 -114	-9%	-$3.56K	﹤0.01%	3314
2017 Q4	$41K	Sell	1,300 -1,944	-60%	-$58.8K	﹤0.01%	3218
2017 Q3	$96K	Sell	3,244 -114	-3%	-$3.28K	﹤0.01%	2442
2017 Q2	$95K	Buy	3,358 +1,780	+113%	+$50.5K	﹤0.01%	2349
2017 Q1	$45K	Sell	1,578 -105,763	-99%	-$2.95M	﹤0.01%	2799
2016 Q4	$2.89M	Buy	+107,341	New	+$2.82M	0.07%	308

Other funds holding EQAL

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisor Group's EQAL Position: Q4 2019 in Review

Advisor Group increased its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 29% in Q4 2019, buying an estimated $14.3K and bringing the position to 1,932 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Advisor Group first reported a position in EQAL in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.89M in Q4 2016. 45 funds tracked by Wall St. Rank hold EQAL as of Q4 2019.

Advisor Group held 1,932 shares of Invesco Russell 1000 Equal Weight ETF worth $66K as of Q4 2019.
Advisor Group bought 437 Invesco Russell 1000 Equal Weight ETF shares in Q4 2019, an estimated $14.3K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3225 holding.
Advisor Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and has held it in 13 quarters since.
Advisor Group's Invesco Russell 1000 Equal Weight ETF position peaked at $2.89M in Q4 2016.
45 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.