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Stephens Inc’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Stephens Inc’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
2024
Q1 		– Sell
-5,132
Closed -$226K – 1321
2023
Q4 		$226K Buy
+5,132
New +$208K ﹤0.01% 1035
2018
Q1 		– Sell
-7,750
Closed -$242K – 696
2017
Q4 		$242K Sell
7,750
-13,358
-63% -$404K 0.01% 606
2017
Q3 		$623K Sell
21,108
-36,437
-63% -$1.05M 0.02% 454
2017
Q2 		$1.64M Buy
57,545
+46,220
+408% +$1.31M 0.06% 331
2017
Q1 		$320K Buy
+11,325
New +$316K 0.01% 653

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 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 $880M AUM 15.4% 1-Year Est. Return