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MJP Associates’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

MJP Associates’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
2023
Q1 		– Sell
-13,151
Closed -$528K – 143
2022
Q4 		$528K Buy
+13,151
New +$528K 0.15% 74

Other funds holding EQAL

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PNC Financial Services Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MJP Associates's EQAL Position: Q1 2023 in Review

MJP Associates sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2023, closing a stake of 13,151 shares — an estimated $528K sold.

MJP Associates first reported a position in EQAL in Q4 2022 and held it in 1 quarter. The position peaked at $528K in Q4 2022. 61 funds tracked by Wall St. Rank hold EQAL as of Q1 2023.

  • MJP Associates reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
  • MJP Associates sold 13,151 Invesco Russell 1000 Equal Weight ETF shares in Q1 2023, an estimated $528K.
  • MJP Associates first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
  • MJP Associates's Invesco Russell 1000 Equal Weight ETF position peaked at $528K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2023.

Based on MJP Associates's 13F filing for Q1 2023, filed 18 Apr 2023.