Atlas Capital Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Atlas Capital 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
2023 Q1	–	Sell	-270	Closed	-$10.8K	–	924
2022 Q4	$10.8K	Hold	270	–	–	﹤0.01%	721
2022 Q3	$9.97K	Hold	270	–	–	﹤0.01%	719
2022 Q2	$10.6K	Hold	270	–	–	﹤0.01%	753
2022 Q1	$12.6K	Hold	270	–	–	﹤0.01%	678
2021 Q4	$12.8K	Hold	270	–	–	﹤0.01%	684
2021 Q3	$12.1K	Hold	270	–	–	﹤0.01%	697
2021 Q2	$12.3K	Buy	+270	New	+$12.2K	﹤0.01%	711

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $663M AUM 22.39% 1-Year Est. Return

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

PAG

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

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Capital Advisors's EQAL Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2023, closing a stake of 270 shares — an estimated $10.8K sold.

Atlas Capital Advisors first reported a position in EQAL in Q2 2021 and held it in 7 quarters. The position peaked at $12.8K in Q4 2021. 61 funds tracked by Wall St. Rank hold EQAL as of Q1 2023.

Atlas Capital Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
Atlas Capital Advisors sold 270 Invesco Russell 1000 Equal Weight ETF shares in Q1 2023, an estimated $10.8K.
Atlas Capital Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2021 and held it in 7 quarters.
Atlas Capital Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $12.8K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.