GWANC
EQAL icon

Guardian Wealth Advisors (North Carolina)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q2 		– Sell
-1,873
Closed -$86.5K – 446
2024
Q1 		$86.5K Hold
1,873
– – 0.01% 290
2023
Q4 		$82.6K Hold
1,873
– – 0.01% 275
2023
Q3 		$74.7K Buy
+1,873
New +$78.6K 0.01% 269

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EQAL Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2024, closing a stake of 1,873 shares — an estimated $86.5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EQAL in Q3 2023 and held it in 3 quarters. The position peaked at $86.5K in Q1 2024. 78 funds tracked by Wall St. Rank hold EQAL as of Q2 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,873 Invesco Russell 1000 Equal Weight ETF shares in Q2 2024, an estimated $86.5K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2023 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco Russell 1000 Equal Weight ETF position peaked at $86.5K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.