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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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return