Professional Financial Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Professional Financial Advisors’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
2022 Q4	–	Sell	-389	Closed	-$14K	–	195
2022 Q3	$14K	Buy	389 +2	+0.5%	+$83	0.01%	261
2022 Q2	$15K	Buy	387 +2	+0.5%	+$86	0.01%	261
2022 Q1	$18K	Buy	+385	New	+$17.5K	0.01%	247
2020 Q1	–	Sell	-48,838	Closed	-$1.67M	–	55
2019 Q4	$1.67M	Buy	+48,838	New	+$1.6M	1.58%	17

Other funds holding EQAL

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

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

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

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

WCP

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

BSG

Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Professional Financial Advisors's EQAL Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2022, closing a stake of 389 shares — an estimated $14K sold.

Professional Financial Advisors first reported a position in EQAL in Q4 2019 and held it in 4 quarters. The position peaked at $1.67M in Q4 2019. 63 funds tracked by Wall St. Rank hold EQAL as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 389 Invesco Russell 1000 Equal Weight ETF shares in Q4 2022, an estimated $14K.
Professional Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2019 and held it in 4 quarters.
Professional Financial Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $1.67M in Q4 2019.
63 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.