LPL Financial’s Invesco Russell 1000 Enhanced Equal Weight ETF USEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-19,299
Closed -$646K 4642
2022
Q4
$646K Buy
19,299
+7,993
+71% +$266K ﹤0.01% 3033
2022
Q3
$341K Buy
11,306
+541
+5% +$18.1K ﹤0.01% 3476
2022
Q2
$343K Buy
10,765
+1,112
+12% +$38.6K ﹤0.01% 3524
2022
Q1
$360K Hold
9,653
﹤0.01% 3440
2021
Q4
$376K Hold
9,653
﹤0.01% 3523
2021
Q3
$344K Buy
9,653
+2,687
+39% +$98.3K ﹤0.01% 3542
2021
Q2
$251K Buy
+6,966
New +$250K ﹤0.01% 3735

LPL Financial's USEQ Position: Q1 2023 in Review

LPL Financial sold out of Invesco Russell 1000 Enhanced Equal Weight ETF (USEQ) in Q1 2023, closing a stake of 19,299 shares — an estimated $646K sold.

LPL Financial first reported a position in USEQ in Q2 2021 and held it in 7 quarters. The position peaked at $646K in Q4 2022. 0 funds tracked by Wall St. Rank hold USEQ as of Q1 2023.

  • LPL Financial reported no remaining Invesco Russell 1000 Enhanced Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 19,299 Invesco Russell 1000 Enhanced Equal Weight ETF shares in Q1 2023, an estimated $646K.
  • LPL Financial first reported a position in Invesco Russell 1000 Enhanced Equal Weight ETF in Q2 2021 and held it in 7 quarters.
  • LPL Financial's Invesco Russell 1000 Enhanced Equal Weight ETF position peaked at $646K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Invesco Russell 1000 Enhanced Equal Weight ETF as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.