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Beacon Pointe Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Beacon Pointe Advisors’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
2022
Q2 		– Sell
-7,898
Closed -$367K – 1095
2022
Q1 		$367K Buy
+7,898
New +$358K 0.01% 908

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Beacon Pointe Advisors's EQAL Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2022, closing a stake of 7,898 shares — an estimated $367K sold.

Beacon Pointe Advisors first reported a position in EQAL in Q1 2022 and held it in 1 quarter. The position peaked at $367K in Q1 2022. 61 funds tracked by Wall St. Rank hold EQAL as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 7,898 Invesco Russell 1000 Equal Weight ETF shares in Q2 2022, an estimated $367K.
  • Beacon Pointe Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $367K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.