RWP
EQAL icon

Reliant Wealth Planning’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Reliant Wealth Planning’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
2023
Q4 		– Sell
-327,684
Closed -$13.1M – 19
2023
Q3 		$13.1M Buy
+327,684
New +$13.8M 6.93% 5

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
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
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return

Reliant Wealth Planning's EQAL Position: Q4 2023 in Review

Reliant Wealth Planning sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2023, closing a stake of 327,684 shares — an estimated $13.1M sold.

Reliant Wealth Planning first reported a position in EQAL in Q3 2023 and held it in 1 quarter. The position peaked at $13.1M in Q3 2023. 78 funds tracked by Wall St. Rank hold EQAL as of Q4 2023.

  • Reliant Wealth Planning reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Reliant Wealth Planning sold 327,684 Invesco Russell 1000 Equal Weight ETF shares in Q4 2023, an estimated $13.1M.
  • Reliant Wealth Planning first reported a position in Invesco Russell 1000 Equal Weight ETF in Q3 2023 and held it in 1 quarter.
  • Reliant Wealth Planning's Invesco Russell 1000 Equal Weight ETF position peaked at $13.1M in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2023.

Based on Reliant Wealth Planning's 13F filing for Q4 2023, filed 8 Feb 2024.