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 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BBHC

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TRUE Private Wealth Advisors's EQAL Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2020, closing a stake of 4,123 shares — an estimated $140K sold.

TRUE Private Wealth Advisors first reported a position in EQAL in Q2 2018 and held it in 5 quarters. The position peaked at $227K in Q3 2018. 36 funds tracked by Wall St. Rank hold EQAL as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,123 Invesco Russell 1000 Equal Weight ETF shares in Q1 2020, an estimated $140K.
TRUE Private Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $227K in Q3 2018.
36 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.