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Capital Analysts LLC’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Capital Analysts LLC’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
2020
Q1 		– Sell
-6,625
Closed -$226K – 697
2019
Q4 		$226K Buy
6,625
+37
+0.6% +$1.21K 0.02% 229
2019
Q3 		$211K Buy
6,588
+31
+0.5% +$997 0.02% 219
2019
Q2 		$214K Buy
6,557
+27
+0.4% +$872 0.02% 216
2019
Q1 		$210K Sell
6,530
-13,964
-68% -$433K 0.02% 212
2018
Q4 		$572K Buy
+20,494
New +$624K 0.08% 157

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Analysts LLC's EQAL Position: Q1 2020 in Review

Capital Analysts LLC sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2020, closing a stake of 6,625 shares — an estimated $226K sold.

Capital Analysts LLC first reported a position in EQAL in Q4 2018 and held it in 5 quarters. The position peaked at $572K in Q4 2018. 36 funds tracked by Wall St. Rank hold EQAL as of Q1 2020.

  • Capital Analysts LLC reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 6,625 Invesco Russell 1000 Equal Weight ETF shares in Q1 2020, an estimated $226K.
  • Capital Analysts LLC first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2018 and held it in 5 quarters.
  • Capital Analysts LLC's Invesco Russell 1000 Equal Weight ETF position peaked at $572K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2020.

Based on Capital Analysts LLC's 13F filing for Q1 2020, filed 8 May 2020.