America First Investment Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

America First Investment Advisors’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 Q3	–	Sell	-371	Closed	-$16.6K	–	51
2024 Q2	$16.6K	Buy	371 +25	+7%	+$1.12K	﹤0.01%	69
2024 Q1	$16K	Hold	346	–	–	﹤0.01%	72
2023 Q4	$15.3K	Hold	346	–	–	﹤0.01%	85
2023 Q3	$13.8K	Hold	346	–	–	﹤0.01%	86
2023 Q2	$14.5K	Buy	346 +64	+23%	+$2.59K	﹤0.01%	86
2023 Q1	$11.6K	Hold	282	–	–	﹤0.01%	87
2022 Q4	$11K	Hold	282	–	–	﹤0.01%	75
2022 Q3	$10K	Hold	282	–	–	﹤0.01%	70
2022 Q2	$11K	Hold	282	–	–	﹤0.01%	64
2022 Q1	$13K	Hold	282	–	–	﹤0.01%	66
2021 Q4	$13K	Hold	282	–	–	﹤0.01%	68
2021 Q3	$13K	Hold	282	–	–	﹤0.01%	72
2021 Q2	$13K	Buy	282 +22	+8%	+$991	﹤0.01%	73
2021 Q1	$11K	Hold	260	–	–	﹤0.01%	74
2020 Q4	$10K	Hold	260	–	–	﹤0.01%	73
2020 Q3	$8K	Hold	260	–	–	﹤0.01%	74
2020 Q2	$8K	Hold	260	–	–	﹤0.01%	80
2020 Q1	$6K	Buy	260 +41	+19%	+$1.27K	﹤0.01%	79
2019 Q4	$7K	Hold	219	–	–	﹤0.01%	79
2019 Q3	$7K	Hold	219	–	–	﹤0.01%	81
2019 Q2	$7K	Hold	219	–	–	﹤0.01%	82
2019 Q1	$7K	Hold	219	–	–	﹤0.01%	83
2018 Q4	$6K	Hold	219	–	–	﹤0.01%	83
2018 Q3	$7K	Hold	219	–	–	﹤0.01%	86
2018 Q2	$7K	Hold	219	–	–	﹤0.01%	87
2018 Q1	$7K	Hold	219	–	–	﹤0.01%	87
2017 Q4	$7K	Buy	+219	New	+$6.63K	﹤0.01%	100

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

America First Investment Advisors's EQAL Position: Q3 2024 in Review

America First Investment Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2024, closing a stake of 371 shares — an estimated $16.6K sold.

America First Investment Advisors first reported a position in EQAL in Q4 2017 and held it in 27 quarters. The position peaked at $16.6K in Q2 2024. 77 funds tracked by Wall St. Rank hold EQAL as of Q3 2024.

America First Investment Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 371 Invesco Russell 1000 Equal Weight ETF shares in Q3 2024, an estimated $16.6K.
America First Investment Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2017 and held it in 27 quarters.
America First Investment Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $16.6K in Q2 2024.
77 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.