TC
EQAL icon

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

Truvestments Capital’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
Q1 		– Sell
-168
Closed -$7.41K – 769
2023
Q4 		$7.41K Buy
+168
New +$6.81K ﹤0.01% 541

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Truvestments Capital's EQAL Position: Q1 2024 in Review

Truvestments Capital sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2024, closing a stake of 168 shares — an estimated $7.41K sold.

Truvestments Capital first reported a position in EQAL in Q4 2023 and held it in 1 quarter. The position peaked at $7.41K in Q4 2023. 78 funds tracked by Wall St. Rank hold EQAL as of Q1 2024.

  • Truvestments Capital reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 168 Invesco Russell 1000 Equal Weight ETF shares in Q1 2024, an estimated $7.41K.
  • Truvestments Capital first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's Invesco Russell 1000 Equal Weight ETF position peaked at $7.41K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.