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Sowell Financial Services’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Sowell Financial Services’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
2017
Q1 		– Sell
-1,917
Closed -$54K – 343
2016
Q4 		$54K Buy
+1,917
New +$50.4K 0.02% 333

Other funds holding EQAL

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's EQAL Position: Q1 2017 in Review

Sowell Financial Services sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2017, closing a stake of 1,917 shares — an estimated $54K sold.

Sowell Financial Services first reported a position in EQAL in Q4 2016 and held it in 1 quarter. The position peaked at $54K in Q4 2016. 36 funds tracked by Wall St. Rank hold EQAL as of Q1 2017.

  • Sowell Financial Services reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 1,917 Invesco Russell 1000 Equal Weight ETF shares in Q1 2017, an estimated $54K.
  • Sowell Financial Services first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Invesco Russell 1000 Equal Weight ETF position peaked at $54K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.