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

San Luis 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
2025
Q2 		– Sell
-96,509
Closed -$4.56M – 143
2025
Q1 		$4.56M Sell
96,509
-33,907
-26% -$1.66M 1.03% 26
2024
Q4 		$6.3M Sell
130,416
-2,905
-2% -$144K 1.19% 22
2024
Q3 		$6.49M Buy
133,321
+8,603
+7% +$399K 1.34% 17
2024
Q2 		$5.57M Buy
+124,718
New +$5.6M 1.34% 16

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $762M AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return