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

PSI 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
2025 Q1	–	Sell	-61	Closed	-$2.94K	–	796
2024 Q4	$2.94K	Hold	61	–	–	﹤0.01%	687
2024 Q3	$2.94K	Hold	61	–	–	﹤0.01%	717
2024 Q2	$2.69K	Buy	61 +1	+2%	+$45	﹤0.01%	696
2024 Q1	$2.77K	Hold	60	–	–	﹤0.01%	651
2023 Q4	$2.65K	Hold	60	–	–	﹤0.01%	699
2023 Q3	$2.39K	Hold	60	–	–	﹤0.01%	678
2023 Q2	$2.51K	Buy	+60	New	+$2.43K	﹤0.01%	647

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

PSI Advisors's EQAL Position: Q1 2025 in Review

PSI Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2025, closing a stake of 61 shares — an estimated $2.94K sold.

PSI Advisors first reported a position in EQAL in Q2 2023 and held it in 7 quarters. The position peaked at $2.94K in Q3 2024. 85 funds tracked by Wall St. Rank hold EQAL as of Q1 2025.

PSI Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 61 Invesco Russell 1000 Equal Weight ETF shares in Q1 2025, an estimated $2.94K.
PSI Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2023 and held it in 7 quarters.
PSI Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $2.94K in Q3 2024.
85 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.