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Northwest Capital Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Northwest Capital 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
2024
Q4 		– Sell
-2
Closed -$93 – 445
2024
Q3 		$93 Hold
2
– – ﹤0.01% 448
2024
Q2 		$85 Hold
2
– – ﹤0.01% 452
2024
Q1 		$88 Hold
2
– – ﹤0.01% 542
2023
Q4 		$84 Hold
2
– – ﹤0.01% 543
2023
Q3 		$75 Hold
2
– – ﹤0.01% 547
2023
Q2 		$79 Buy
+2
New +$81 ﹤0.01% 554

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Northwest Capital Management's EQAL Position: Q4 2024 in Review

Northwest Capital Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2024, closing a stake of 2 shares — an estimated $93 sold.

Northwest Capital Management first reported a position in EQAL in Q2 2023 and held it in 6 quarters. The position peaked at $93 in Q3 2024. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2024.

  • Northwest Capital Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Capital Management sold 2 Invesco Russell 1000 Equal Weight ETF shares in Q4 2024, an estimated $93.
  • Northwest Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2023 and held it in 6 quarters.
  • Northwest Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $93 in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.