HFS
EQAL icon

HL Financial Services’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

HL Financial Services’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
2019
Q1 		$254K Hold
7,890
– – ﹤0.01% 653
2018
Q4 		$220K Buy
+7,890
New +$240K ﹤0.01% 669

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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HL Financial Services's EQAL Position: Q1 2019 in Review

HL Financial Services held its Invesco Russell 1000 Equal Weight ETF (EQAL) position steady in Q1 2019 at 7,890 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

HL Financial Services first reported a position in EQAL in Q4 2018 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold EQAL as of Q1 2019.

  • HL Financial Services held 7,890 shares of Invesco Russell 1000 Equal Weight ETF worth $254K as of Q1 2019.
  • HL Financial Services left its Invesco Russell 1000 Equal Weight ETF share count unchanged in Q1 2019.
  • Invesco Russell 1000 Equal Weight ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #653 holding.
  • HL Financial Services first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2018 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.