Lee Financial’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Lee Financial’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
2020 Q1	–	Sell	-400	Closed	-$14K	–	488
2019 Q4	$14K	Hold	400	–	–	﹤0.01%	296
2019 Q3	$13K	Hold	400	–	–	﹤0.01%	299
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	314
2019 Q1	$13K	Hold	400	–	–	﹤0.01%	300
2018 Q4	$11K	Hold	400	–	–	﹤0.01%	273
2018 Q3	$13K	Hold	400	–	–	﹤0.01%	291
2018 Q2	$13K	Hold	400	–	–	﹤0.01%	427
2018 Q1	$12K	Buy	+400	New	+$12.5K	﹤0.01%	434

Other funds holding EQAL

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lee Financial's EQAL Position: Q1 2020 in Review

Lee Financial sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2020, closing a stake of 400 shares — an estimated $14K sold.

Lee Financial first reported a position in EQAL in Q1 2018 and held it in 8 quarters. The position peaked at $14K in Q4 2019. 36 funds tracked by Wall St. Rank hold EQAL as of Q1 2020.

Lee Financial reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
Lee Financial sold 400 Invesco Russell 1000 Equal Weight ETF shares in Q1 2020, an estimated $14K.
Lee Financial first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2018 and held it in 8 quarters.
Lee Financial's Invesco Russell 1000 Equal Weight ETF position peaked at $14K in Q4 2019.
36 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.