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TruNorth Capital Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

TruNorth Capital 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
2024
Q3 		– Sell
-300
Closed -$13.4K – 408
2024
Q2 		$13.4K Buy
+300
New +$13.5K ﹤0.01% 235

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

TruNorth Capital Management's EQAL Position: Q3 2024 in Review

TruNorth Capital Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2024, closing a stake of 300 shares — an estimated $13.4K sold.

TruNorth Capital Management first reported a position in EQAL in Q2 2024 and held it in 1 quarter. The position peaked at $13.4K in Q2 2024. 77 funds tracked by Wall St. Rank hold EQAL as of Q3 2024.

  • TruNorth Capital Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 300 Invesco Russell 1000 Equal Weight ETF shares in Q3 2024, an estimated $13.4K.
  • TruNorth Capital Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Invesco Russell 1000 Equal Weight ETF position peaked at $13.4K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2024.

Based on TruNorth Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.