CFA
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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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return