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

River Wealth 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
2019 Q1	–	Sell	-1,052	Closed	-$29K	–	242
2018 Q4	$29K	Hold	1,052	–	–	0.01%	305
2018 Q3	$35K	Hold	1,052	–	–	0.01%	321
2018 Q2	$33K	Buy	+1,052	New	+$33K	0.01%	308

Other funds holding EQAL

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

River Wealth Advisors's EQAL Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2019, closing a stake of 1,052 shares — an estimated $29K sold.

River Wealth Advisors first reported a position in EQAL in Q2 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 39 funds tracked by Wall St. Rank hold EQAL as of Q1 2019.

River Wealth Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 1,052 Invesco Russell 1000 Equal Weight ETF shares in Q1 2019, an estimated $29K.
River Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $35K in Q3 2018.
39 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.