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

TCI 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
2023 Q2	–	Sell	-463	Closed	-$19K	–	837
2023 Q1	$19K	Hold	463	–	–	﹤0.01%	735
2022 Q4	$18.6K	Hold	463	–	–	﹤0.01%	730
2022 Q3	$17K	Sell	463 -1,220	-72%	-$50.3K	﹤0.01%	728
2022 Q2	$66K	Buy	1,683 +1,220	+263%	+$52.5K	0.01%	312
2022 Q1	$22K	Hold	463	–	–	﹤0.01%	652
2021 Q4	$22K	Hold	463	–	–	﹤0.01%	661
2021 Q3	$21K	Hold	463	–	–	﹤0.01%	668
2021 Q2	$21K	Hold	463	–	–	﹤0.01%	598
2021 Q1	$20K	Buy	463 +367	+382%	+$15.2K	0.01%	569
2020 Q4	$4K	Buy	+96	New	+$3.45K	﹤0.01%	954

Other funds holding EQAL

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAL

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCI Wealth Advisors's EQAL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q2 2023, closing a stake of 463 shares — an estimated $19K sold.

TCI Wealth Advisors first reported a position in EQAL in Q4 2020 and held it in 10 quarters. The position peaked at $66K in Q2 2022. 62 funds tracked by Wall St. Rank hold EQAL as of Q2 2023.

TCI Wealth Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 463 Invesco Russell 1000 Equal Weight ETF shares in Q2 2023, an estimated $19K.
TCI Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2020 and held it in 10 quarters.
TCI Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $66K in Q2 2022.
62 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.