Johnson Financial Group Inc (Wisconsin)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2022 Q4	–	Sell	-109	Closed	-$4K	–	635
2022 Q3	$4K	Buy	+109	New	+$4.5K	﹤0.01%	549
2019 Q3	–	Sell	-702	Closed	-$23K	–	567
2019 Q2	$23K	Buy	+702	New	+$22.7K	﹤0.01%	392

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

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

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EQAL Position: Q4 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2022, closing a stake of 109 shares — an estimated $4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EQAL in Q2 2019 and held it in 2 quarters. The position peaked at $23K in Q2 2019. 63 funds tracked by Wall St. Rank hold EQAL as of Q4 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 109 Invesco Russell 1000 Equal Weight ETF shares in Q4 2022, an estimated $4K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2019 and held it in 2 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco Russell 1000 Equal Weight ETF position peaked at $23K in Q2 2019.
63 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2022, filed 13 Feb 2023.