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Bernard Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Bernard 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
2025
Q1 		– Sell
-2,964
Closed -$143K – 400
2024
Q4 		$143K Buy
+2,964
New +$147K 0.07% 68

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Bernard Wealth Management's EQAL Position: Q1 2025 in Review

Bernard Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2025, closing a stake of 2,964 shares — an estimated $143K sold.

Bernard Wealth Management first reported a position in EQAL in Q4 2024 and held it in 1 quarter. The position peaked at $143K in Q4 2024. 85 funds tracked by Wall St. Rank hold EQAL as of Q1 2025.

  • Bernard Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 2,964 Invesco Russell 1000 Equal Weight ETF shares in Q1 2025, an estimated $143K.
  • Bernard Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and held it in 1 quarter.
  • Bernard Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $143K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.