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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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return