Cetera Advisor Networks’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Cetera Advisor Networks’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 Q1	$281K	Sell	6,081 -578	-9%	-$25.5K	﹤0.01%	2342
2023 Q4	$294K	Sell	6,659 -517	-7%	-$21K	﹤0.01%	2265
2023 Q3	$286K	Buy	7,176 +2,386	+50%	+$100K	﹤0.01%	2179
2023 Q2	$200K	Sell	4,790 -195	-4%	-$7.9K	﹤0.01%	2355
2023 Q1	$205K	Sell	4,985 -2,139	-30%	-$89.4K	﹤0.01%	2308
2022 Q4	$286K	Sell	7,124 -321	-4%	-$12.9K	﹤0.01%	2025
2022 Q3	$275K	Buy	7,445 +34	+0.5%	+$1.4K	﹤0.01%	1661
2022 Q2	$291K	Buy	7,411 +624	+9%	+$26.9K	﹤0.01%	1636
2022 Q1	$316K	Sell	6,787 -615	-8%	-$27.9K	﹤0.01%	1601
2021 Q4	$350K	Buy	+7,402	New	+$345K	﹤0.01%	1514
2020 Q3	–	Sell	-451	Closed	-$14K	–	1736
2020 Q2	$14K	Buy	+451	New	+$13K	﹤0.01%	2568

Other funds holding EQAL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

Wintrust Investments Chicago, Illinois $114M AUM 21.99% 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

Cetera Advisor Networks's EQAL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 8.7% in Q1 2024, selling an estimated $25.5K and leaving 6,081 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Cetera Advisor Networks first reported a position in EQAL in Q2 2020 and has held it in 11 quarters since. The position peaked at $350K in Q4 2021. 78 funds tracked by Wall St. Rank hold EQAL as of Q1 2024.

Cetera Advisor Networks held 6,081 shares of Invesco Russell 1000 Equal Weight ETF worth $281K as of Q1 2024.
Cetera Advisor Networks sold 578 Invesco Russell 1000 Equal Weight ETF shares in Q1 2024, an estimated $25.5K.
Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2342 holding.
Cetera Advisor Networks first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's Invesco Russell 1000 Equal Weight ETF position peaked at $350K in Q4 2021.
78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.