Atlas Private Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-1	Closed	–	–	190
2021 Q1	$0	Hold	1	–	–	﹤0.01%	412
2020 Q4	$0	Hold	1	–	–	﹤0.01%	379
2020 Q3	$0	Hold	1	–	–	﹤0.01%	415
2020 Q2	$0	Hold	1	–	–	﹤0.01%	461
2020 Q1	$0	Hold	1	–	–	﹤0.01%	458
2019 Q4	$0	Buy	+1	New	+$33	﹤0.01%	471

Other funds holding EQAL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAL

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Atlas Private Wealth Management's EQAL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2021, closing a stake of 1 share.

Atlas Private Wealth Management first reported a position in EQAL in Q4 2019 and held it in 6 quarters. The position peaked at $0 in Q1 2021. 50 funds tracked by Wall St. Rank hold EQAL as of Q2 2021.

Atlas Private Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1 Invesco Russell 1000 Equal Weight ETF share in Q2 2021.
Atlas Private Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $0 in Q1 2021.
50 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.