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Goodman Advisory Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Goodman Advisory Group’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
2024
Q4 		– Sell
-752
Closed -$36.6K – 89
2024
Q3 		$36.6K Hold
752
– – 0.01% 124
2024
Q2 		$33.6K Buy
+752
New +$33.8K 0.01% 120

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Goodman Advisory Group's EQAL Position: Q4 2024 in Review

Goodman Advisory Group sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2024, closing a stake of 752 shares — an estimated $36.6K sold.

Goodman Advisory Group first reported a position in EQAL in Q2 2024 and held it in 2 quarters. The position peaked at $36.6K in Q3 2024. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2024.

  • Goodman Advisory Group reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Goodman Advisory Group sold 752 Invesco Russell 1000 Equal Weight ETF shares in Q4 2024, an estimated $36.6K.
  • Goodman Advisory Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2024 and held it in 2 quarters.
  • Goodman Advisory Group's Invesco Russell 1000 Equal Weight ETF position peaked at $36.6K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2024.

Based on Goodman Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.