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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Empirical Finance's EQAL Position: Q1 2020 in Review

Empirical Finance sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2020, closing a stake of 10,258 shares — an estimated $351K sold.

Empirical Finance first reported a position in EQAL in Q1 2018 and held it in 6 quarters. The position peaked at $351K in Q4 2019. 36 funds tracked by Wall St. Rank hold EQAL as of Q1 2020.

Empirical Finance reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Empirical Finance sold 10,258 Invesco Russell 1000 Equal Weight ETF shares in Q1 2020, an estimated $351K.
Empirical Finance first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2018 and held it in 6 quarters.
Empirical Finance's Invesco Russell 1000 Equal Weight ETF position peaked at $351K in Q4 2019.
36 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2020.

Based on Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.