Capstone Financial Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Capstone Financial 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
2018 Q4	–	Sell	-6,769	Closed	-$225K	–	92
2018 Q3	$225K	Hold	6,769	–	–	0.06%	70
2018 Q2	$215K	Hold	6,769	–	–	0.06%	70
2018 Q1	$207K	Hold	6,769	–	–	0.07%	78
2017 Q4	$211K	Hold	6,769	–	–	0.08%	68
2017 Q3	$200K	Buy	+6,769	New	+$195K	0.09%	72
2017 Q1	–	Sell	-8,925	Closed	-$240K	–	75
2016 Q4	$240K	Buy	+8,925	New	+$235K	0.11%	56

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Capstone Financial Advisors's EQAL Position: Q4 2018 in Review

Capstone Financial Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2018, closing a stake of 6,769 shares — an estimated $225K sold.

Capstone Financial Advisors first reported a position in EQAL in Q4 2016 and held it in 6 quarters. The position peaked at $240K in Q4 2016. 35 funds tracked by Wall St. Rank hold EQAL as of Q4 2018.

Capstone Financial Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2018 after selling out during the quarter.
Capstone Financial Advisors sold 6,769 Invesco Russell 1000 Equal Weight ETF shares in Q4 2018, an estimated $225K.
Capstone Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and held it in 6 quarters.
Capstone Financial Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $240K in Q4 2016.
35 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2018.

Based on Capstone Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.