Aptus Capital Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
2,086
-8,575
| -80% | -$422K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $504K | Sell |
10,661
-522
| -5% | -$24.7K | 0.01% | 634 |
|
|
2024
Q4 | $540K | Buy |
+11,183
| New | +$540K | 0.01% | 606 |
|
|
2024
Q2 | – | Sell |
-1,873
| Closed | -$86.5K | – | 1187 |
|
|
2024
Q1 | $86.5K | Hold |
1,873
| – | – | ﹤0.01% | 832 |
|
|
2023
Q4 | $82.6K | Hold |
1,873
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $74.7K | Buy |
+1,873
| New | +$74.7K | ﹤0.01% | 646 |
|