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Paragon Capital Management (Kansas)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Paragon Capital Management (Kansas)’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
Q2 		– Sell
-560
Closed -$14K – 78
2020
Q1 		$14K Buy
+560
New +$17.3K 0.01% 126

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paragon Capital Management (Kansas)'s EQAL Position: Q2 2020 in Review

Paragon Capital Management (Kansas) sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2020, closing a stake of 560 shares — an estimated $14K sold.

Paragon Capital Management (Kansas) first reported a position in EQAL in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 33 funds tracked by Wall St. Rank hold EQAL as of Q2 2020.

  • Paragon Capital Management (Kansas) reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
  • Paragon Capital Management (Kansas) sold 560 Invesco Russell 1000 Equal Weight ETF shares in Q2 2020, an estimated $14K.
  • Paragon Capital Management (Kansas) first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2020 and held it in 1 quarter.
  • Paragon Capital Management (Kansas)'s Invesco Russell 1000 Equal Weight ETF position peaked at $14K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2020.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2020, filed 3 Aug 2020.