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

TRUE Private 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
2020
Q1 		– Sell
-4,123
Closed -$140K – 718
2019
Q4 		$140K Buy
+4,123
New +$135K 0.02% 255
2019
Q3 		– Sell
-5,128
Closed -$167K – 377
2019
Q2 		$167K Sell
5,128
-1,727
-25% -$55.8K 0.03% 213
2019
Q1 		$220K Buy
+6,855
New +$213K 0.04% 187
2018
Q4 		– Sell
-6,855
Closed -$227K – 445
2018
Q3 		$227K Buy
6,855
+554
+9% +$18.2K 0.03% 247
2018
Q2 		$200K Buy
+6,301
New +$197K 0.03% 260

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return