AJ Wealth Strategies’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$262K	Hold	6,261	–	–	0.01%	256
2023 Q1	$257K	Hold	6,261	–	–	0.01%	247
2022 Q4	$252K	Hold	6,261	–	–	0.01%	252
2022 Q3	$231K	Hold	6,261	–	–	0.01%	265
2022 Q2	$246K	Hold	6,261	–	–	0.01%	255
2022 Q1	$291K	Hold	6,261	–	–	0.01%	259
2021 Q4	$296K	Hold	6,261	–	–	0.01%	252
2021 Q3	$280K	Hold	6,261	–	–	0.02%	244
2021 Q2	$286K	Hold	6,261	–	–	0.02%	232
2021 Q1	$269K	Hold	6,261	–	–	0.02%	223
2020 Q4	$244K	Hold	6,261	–	–	0.02%	211
2020 Q3	$201K	Buy	+6,261	New	+$203K	0.02%	206

Other funds holding EQAL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCP

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CAL

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AJ Wealth Strategies's EQAL Position: Q2 2023 in Review

AJ Wealth Strategies held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q2 2023 at 6,261 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #256.

AJ Wealth Strategies first reported a position in EQAL in Q3 2020 and has held it in 12 quarters since. The position peaked at $296K in Q4 2021. 62 funds tracked by Wall St. Rank hold EQAL as of Q2 2023.

AJ Wealth Strategies held 6,261 shares of Invesco Russell 1000 Equal Weight ETF worth $262K as of Q2 2023.
AJ Wealth Strategies left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q2 2023.
Invesco Russell 1000 Equal Weight ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #256 holding.
AJ Wealth Strategies first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's Invesco Russell 1000 Equal Weight ETF position peaked at $296K in Q4 2021.
62 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.