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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

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

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFP Advisors's EQAL Position: Q1 2023 in Review

IFP Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2023, closing a stake of 1,320 shares — an estimated $47K sold.

IFP Advisors first reported a position in EQAL in Q4 2015 and held it in 9 quarters. The position peaked at $56K in Q4 2015. 61 funds tracked by Wall St. Rank hold EQAL as of Q1 2023.

IFP Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,320 Invesco Russell 1000 Equal Weight ETF shares in Q1 2023, an estimated $47K.
IFP Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2015 and held it in 9 quarters.
IFP Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $56K in Q4 2015.
61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.