IA
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IFP Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-1,320
Closed -$47K – 3691
2022
Q4 		$47K Sell
1,320
-40
-3% -$1.6K ﹤0.01% 2288
2022
Q3 		$43K Hold
1,360
– – ﹤0.01% 2481
2022
Q2 		$43K Hold
1,360
– – ﹤0.01% 2265
2022
Q1 		$43K Buy
+1,360
New +$61.7K ﹤0.01% 2265
2017
Q2 		– Sell
-1,200
Closed -$34K – 4111
2017
Q1 		$34K Sell
1,200
-420
-26% -$11.7K ﹤0.01% 2163
2016
Q4 		$44K Hold
1,620
– – ﹤0.01% 1960
2016
Q3 		$42K Hold
1,620
– – ﹤0.01% 1919
2016
Q2 		$41K Buy
+1,620
New +$40.4K ﹤0.01% 1899
2016
Q1 		– Sell
-2,370
Closed -$56K – 2665
2015
Q4 		$56K Buy
+2,370
New +$57K ﹤0.01% 1536

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return