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

Crewe 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
2022
Q3 		– Sell
-180
Closed -$7K – 1252
2022
Q2 		$7K Buy
+180
New +$7.75K ﹤0.01% 683

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Crewe Advisors's EQAL Position: Q3 2022 in Review

Crewe Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2022, closing a stake of 180 shares — an estimated $7K sold.

Crewe Advisors first reported a position in EQAL in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 55 funds tracked by Wall St. Rank hold EQAL as of Q3 2022.

  • Crewe Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2022 after selling out during the quarter.
  • Crewe Advisors sold 180 Invesco Russell 1000 Equal Weight ETF shares in Q3 2022, an estimated $7K.
  • Crewe Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2022 and held it in 1 quarter.
  • Crewe Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $7K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2022.

Based on Crewe Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.