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Systelligence LLC’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Systelligence LLC’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
2022
Q4 		– Sell
-56,208
Closed -$2.08M – 47
2022
Q3 		$2.08M Hold
56,208
– – 0.63% 32
2022
Q2 		$2.21M Buy
+56,208
New +$2.42M 0.64% 32

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Systelligence LLC's EQAL Position: Q4 2022 in Review

Systelligence LLC sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2022, closing a stake of 56,208 shares — an estimated $2.08M sold.

Systelligence LLC first reported a position in EQAL in Q2 2022 and held it in 2 quarters. The position peaked at $2.21M in Q2 2022. 63 funds tracked by Wall St. Rank hold EQAL as of Q4 2022.

  • Systelligence LLC reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2022 after selling out during the quarter.
  • Systelligence LLC sold 56,208 Invesco Russell 1000 Equal Weight ETF shares in Q4 2022, an estimated $2.08M.
  • Systelligence LLC first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2022 and held it in 2 quarters.
  • Systelligence LLC's Invesco Russell 1000 Equal Weight ETF position peaked at $2.21M in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2022.

Based on Systelligence LLC's 13F filing for Q4 2022, filed 11 Jan 2023.