Jaffetilchin Investment Partners’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Jaffetilchin Investment Partners’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	-2,866	Closed	-$139K	–	640
2024 Q3	$139K	Buy	+2,866	New	+$133K	0.01%	411
2023 Q2	–	Sell	-7,135	Closed	-$293K	–	363
2023 Q1	$293K	Sell	7,135 -51,574	-88%	-$2.16M	0.03%	290
2022 Q4	$2.36M	Buy	+58,709	New	+$2.36M	0.29%	71

Other funds holding EQAL

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

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

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

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

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

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

Jaffetilchin Investment Partners's EQAL Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2024, closing a stake of 2,866 shares — an estimated $139K sold.

Jaffetilchin Investment Partners first reported a position in EQAL in Q4 2022 and held it in 3 quarters. The position peaked at $2.36M in Q4 2022. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 2,866 Invesco Russell 1000 Equal Weight ETF shares in Q4 2024, an estimated $139K.
Jaffetilchin Investment Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and held it in 3 quarters.
Jaffetilchin Investment Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $2.36M in Q4 2022.
84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.