Atria Wealth Solutions’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-35,699	Closed	-$1.65M	–	1971
2024 Q1	$1.65M	Sell	35,699 -1,794	-5%	-$79K	0.02%	697
2023 Q4	$1.65M	Buy	37,493 +1,250	+3%	+$50.7K	0.02%	668
2023 Q3	$1.45M	Buy	36,243 +2,472	+7%	+$104K	0.02%	672
2023 Q2	$1.41M	Buy	33,771 +3,452	+11%	+$140K	0.02%	705
2023 Q1	$1.25M	Buy	30,319 +2,438	+9%	+$102K	0.02%	718
2022 Q4	$1.12M	Buy	27,881 +9,390	+51%	+$377K	0.02%	699
2022 Q3	$683K	Buy	18,491 +3,322	+22%	+$137K	0.01%	869
2022 Q2	$595K	Buy	15,169 +2,350	+18%	+$101K	0.01%	889
2022 Q1	$596K	Buy	+12,819	New	+$582K	0.01%	972

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

GWM

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

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Atria Wealth Solutions's EQAL Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2024, closing a stake of 35,699 shares — an estimated $1.65M sold.

Atria Wealth Solutions first reported a position in EQAL in Q1 2022 and held it in 9 quarters. The position peaked at $1.65M in Q4 2023. 78 funds tracked by Wall St. Rank hold EQAL as of Q2 2024.

Atria Wealth Solutions reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 35,699 Invesco Russell 1000 Equal Weight ETF shares in Q2 2024, an estimated $1.65M.
Atria Wealth Solutions first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Invesco Russell 1000 Equal Weight ETF position peaked at $1.65M in Q4 2023.
78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.