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

Bartlett & Co’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
Q4 		$44K Hold
1,000
– – ﹤0.01% 729
2023
Q3 		$40K Hold
1,000
– – ﹤0.01% 699
2023
Q2 		$42K Buy
+1,000
New +$40.5K ﹤0.01% 701

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Bartlett & Co's EQAL Position: Q4 2023 in Review

Bartlett & Co held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q4 2023 at 1,000 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Bartlett & Co first reported a position in EQAL in Q2 2023 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold EQAL as of Q4 2023.

  • Bartlett & Co held 1,000 shares of Invesco Russell 1000 Equal Weight ETF worth $44K as of Q4 2023.
  • Bartlett & Co left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q4 2023.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #729 holding.
  • Bartlett & Co first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2023 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.