Cambridge Investment Research Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Cambridge Investment Research 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
2023 Q4	–	Sell	-13,938	Closed	-$556K	–	3225
2023 Q3	$556K	Buy	+13,938	New	+$585K	﹤0.01%	2001
2022 Q2	–	Sell	-10,930	Closed	-$508K	–	3101
2022 Q1	$508K	Sell	10,930 -23,492	-68%	-$1.07M	﹤0.01%	2086
2021 Q4	$1.63M	Sell	34,422 -36	-0.1%	-$1.68K	0.01%	1262
2021 Q3	$1.54M	Buy	34,458 +16,161	+88%	+$736K	0.01%	1239
2021 Q2	$836K	Buy	18,297 +9,643	+111%	+$434K	﹤0.01%	1669
2021 Q1	$372K	Buy	+8,654	New	+$359K	﹤0.01%	2127
2017 Q3	–	Sell	-10,786	Closed	-$307K	–	2018
2017 Q2	$307K	Buy	10,786 +13	+0.1%	+$369	﹤0.01%	1493
2017 Q1	$304K	Buy	10,773 +3	+0%	+$84	0.01%	1373
2016 Q4	$290K	Buy	+10,770	New	+$283K	0.01%	1290

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Cambridge Investment Research Advisors's EQAL Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2023, closing a stake of 13,938 shares — an estimated $556K sold.

Cambridge Investment Research Advisors first reported a position in EQAL in Q4 2016 and held it in 9 quarters. The position peaked at $1.63M in Q4 2021. 78 funds tracked by Wall St. Rank hold EQAL as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 13,938 Invesco Russell 1000 Equal Weight ETF shares in Q4 2023, an estimated $556K.
Cambridge Investment Research Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and held it in 9 quarters.
Cambridge Investment Research Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $1.63M in Q4 2021.
78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.