Napa Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Napa Wealth Management’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
2025 Q1	–	Sell	-14,708	Closed	-$710K	–	172
2024 Q4	$710K	Buy	+14,708	New	+$730K	0.31%	91

Other funds holding EQAL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

FPCP

Fort Point Capital Partners San Francisco, California $1.44B AUM 19.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Napa Wealth Management's EQAL Position: Q1 2025 in Review

Napa Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2025, closing a stake of 14,708 shares — an estimated $710K sold.

Napa Wealth Management first reported a position in EQAL in Q4 2024 and held it in 1 quarter. The position peaked at $710K in Q4 2024. 85 funds tracked by Wall St. Rank hold EQAL as of Q1 2025.

Napa Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 14,708 Invesco Russell 1000 Equal Weight ETF shares in Q1 2025, an estimated $710K.
Napa Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2024 and held it in 1 quarter.
Napa Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $710K in Q4 2024.
85 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.