Financial Advocates Investment Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-6,363	Closed	-$296K	–	713
2022 Q1	$296K	Buy	6,363 +22	+0.3%	+$998	0.02%	581
2021 Q4	$300K	Buy	6,341 +11	+0.2%	+$513	0.02%	636
2021 Q3	$283K	Buy	6,330 +19	+0.3%	+$865	0.02%	624
2021 Q2	$288K	Buy	6,311 +20	+0.3%	+$901	0.02%	623
2021 Q1	$270K	Buy	6,291 +23	+0.4%	+$955	0.02%	638
2020 Q4	$244K	Buy	6,268 +24	+0.4%	+$863	0.02%	621
2020 Q3	$201K	Buy	+6,244	New	+$202K	0.02%	589
2020 Q1	–	Sell	-6,160	Closed	-$210K	–	489
2019 Q4	$210K	Buy	+6,160	New	+$202K	0.02%	476

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Advocates Investment Management's EQAL Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2022, closing a stake of 6,363 shares — an estimated $296K sold.

Financial Advocates Investment Management first reported a position in EQAL in Q4 2019 and held it in 8 quarters. The position peaked at $300K in Q4 2021. 61 funds tracked by Wall St. Rank hold EQAL as of Q2 2022.

Financial Advocates Investment Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 6,363 Invesco Russell 1000 Equal Weight ETF shares in Q2 2022, an estimated $296K.
Financial Advocates Investment Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2019 and held it in 8 quarters.
Financial Advocates Investment Management's Invesco Russell 1000 Equal Weight ETF position peaked at $300K in Q4 2021.
61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.