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

Campbell 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
Q2 		– Sell
-7,687
Closed -$355K – 57
2024
Q1 		$355K Buy
+7,687
New +$339K 0.04% 58

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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Campbell Wealth Management's EQAL Position: Q2 2024 in Review

Campbell Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2024, closing a stake of 7,687 shares — an estimated $355K sold.

Campbell Wealth Management first reported a position in EQAL in Q1 2024 and held it in 1 quarter. The position peaked at $355K in Q1 2024. 78 funds tracked by Wall St. Rank hold EQAL as of Q2 2024.

  • Campbell Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Campbell Wealth Management sold 7,687 Invesco Russell 1000 Equal Weight ETF shares in Q2 2024, an estimated $355K.
  • Campbell Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2024 and held it in 1 quarter.
  • Campbell Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $355K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2024.

Based on Campbell Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.