Laurie J. Hall Trustee’s Invesco Russell 1000 Enhanced Equal Weight ETF USEQ Stock Holding History

Laurie J. Hall Trustee’s Portfolio USEQ Stock Details USEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-800	Closed	-$30K	–	324
2022 Q1	$30K	Hold	800	–	–	0.01%	223
2021 Q4	$31K	Hold	800	–	–	0.01%	228
2021 Q3	$29K	Hold	800	–	–	0.01%	228
2021 Q2	$29K	Hold	800	–	–	0.01%	239
2021 Q1	$27K	Hold	800	–	–	0.01%	247
2020 Q4	$25K	Hold	800	–	–	0.01%	245
2020 Q3	$21K	Buy	+800	New	+$21.2K	0.01%	231
2019 Q4	$49K	Hold	1,610	–	–	0.02%	187
2019 Q3	$46K	Hold	1,610	–	–	0.02%	181
2019 Q2	$45K	Hold	1,610	–	–	0.02%	185
2019 Q1	$44K	Sell	1,610 -345	-18%	-$9.16K	0.02%	186
2018 Q4	$53K	Sell	1,955 -4,710	-71%	-$124K	0.03%	169
2018 Q3	$191K	Hold	6,665	–	–	0.1%	114
2018 Q2	$184K	Hold	6,665	–	–	0.11%	112
2018 Q1	$180K	Hold	6,665	–	–	0.11%	105
2017 Q4	$184K	Buy	+6,665	New	+$179K	0.1%	108

Other funds holding USEQ

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Laurie J. Hall Trustee's USEQ Position: Q2 2022 in Review

Laurie J. Hall Trustee sold out of Invesco Russell 1000 Enhanced Equal Weight ETF (USEQ) in Q2 2022, closing a stake of 800 shares — an estimated $30K sold.

Laurie J. Hall Trustee first reported a position in USEQ in Q4 2017 and held it in 16 quarters. The position peaked at $191K in Q3 2018. 6 funds tracked by Wall St. Rank hold USEQ as of Q2 2022.

Laurie J. Hall Trustee reported no remaining Invesco Russell 1000 Enhanced Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
Laurie J. Hall Trustee sold 800 Invesco Russell 1000 Enhanced Equal Weight ETF shares in Q2 2022, an estimated $30K.
Laurie J. Hall Trustee first reported a position in Invesco Russell 1000 Enhanced Equal Weight ETF in Q4 2017 and held it in 16 quarters.
Laurie J. Hall Trustee's Invesco Russell 1000 Enhanced Equal Weight ETF position peaked at $191K in Q3 2018.
6 funds tracked by Wall St. Rank held Invesco Russell 1000 Enhanced Equal Weight ETF as of Q2 2022.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2022, filed 6 Jul 2022.