Triangle Securities Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Triangle Securities Wealth Management’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
2019 Q3	–	Sell	-13,702	Closed	-$449K	–	154
2019 Q2	$449K	Buy	+13,702	New	+$443K	0.23%	109

Other funds holding EQAL

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Triangle Securities Wealth Management's EQAL Position: Q3 2019 in Review

Triangle Securities Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2019, closing a stake of 13,702 shares — an estimated $449K sold.

Triangle Securities Wealth Management first reported a position in EQAL in Q2 2019 and held it in 1 quarter. The position peaked at $449K in Q2 2019. 38 funds tracked by Wall St. Rank hold EQAL as of Q3 2019.

Triangle Securities Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2019 after selling out during the quarter.
Triangle Securities Wealth Management sold 13,702 Invesco Russell 1000 Equal Weight ETF shares in Q3 2019, an estimated $449K.
Triangle Securities Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2019 and held it in 1 quarter.
Triangle Securities Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $449K in Q2 2019.
38 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2019.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2019, filed 15 Oct 2019.