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

Reilly 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
2018
Q3 		– Sell
-420
Closed -$13K – 1015
2018
Q2 		$13K Hold
420
– – ﹤0.01% 604
2018
Q1 		$13K Buy
+420
New +$13.1K ﹤0.01% 588

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Reilly Financial Advisors's EQAL Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2018, closing a stake of 420 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in EQAL in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2018. 34 funds tracked by Wall St. Rank hold EQAL as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 420 Invesco Russell 1000 Equal Weight ETF shares in Q3 2018, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $13K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.