EF
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Empirical Finance’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Empirical Finance’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
2020
Q1 		– Sell
-10,258
Closed -$351K – 218
2019
Q4 		$351K Buy
10,258
+22
+0.2% +$721 0.09% 161
2019
Q3 		$328K Buy
10,236
+64
+0.6% +$2.06K 0.09% 131
2019
Q2 		$332K Buy
10,172
+42
+0.4% +$1.36K 0.09% 127
2019
Q1 		$326K Hold
10,130
– – 0.08% 133
2018
Q4 		$283K Buy
+10,130
New +$308K 0.08% 127
2018
Q2 		– Sell
-10,130
Closed -$326K – 158
2018
Q1 		$326K Buy
+10,130
New +$317K 0.08% 133

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return