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Bartlett & Co Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Bartlett & Co 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
2024
Q1 		– Sell
-1,000
Closed -$44.4K – 1156
2023
Q4 		$44.4K Hold
1,000
– – ﹤0.01% 729
2023
Q3 		$39.9K Hold
1,000
– – ﹤0.01% 702
2023
Q2 		$41.8K Buy
+1,000
New +$40.5K ﹤0.01% 702

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
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
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Bartlett & Co Wealth Management's EQAL Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2024, closing a stake of 1,000 shares — an estimated $44.4K sold.

Bartlett & Co Wealth Management first reported a position in EQAL in Q2 2023 and held it in 3 quarters. The position peaked at $44.4K in Q4 2023. 78 funds tracked by Wall St. Rank hold EQAL as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,000 Invesco Russell 1000 Equal Weight ETF shares in Q1 2024, an estimated $44.4K.
  • Bartlett & Co Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2023 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $44.4K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.