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Davidson Capital Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Davidson Capital Management’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
2023
Q1 		– Sell
-40
Closed -$1.61K – 103
2022
Q4 		$1.61K Buy
+40
New +$1.6K ﹤0.01% 124

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
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davidson Capital Management's EQAL Position: Q1 2023 in Review

Davidson Capital Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2023, closing a stake of 40 shares — an estimated $1.61K sold.

Davidson Capital Management first reported a position in EQAL in Q4 2022 and held it in 1 quarter. The position peaked at $1.61K in Q4 2022. 61 funds tracked by Wall St. Rank hold EQAL as of Q1 2023.

  • Davidson Capital Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Davidson Capital Management sold 40 Invesco Russell 1000 Equal Weight ETF shares in Q1 2023, an estimated $1.61K.
  • Davidson Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
  • Davidson Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $1.61K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2023.

Based on Davidson Capital Management's 13F filing for Q1 2023, filed 1 May 2023.