Tyler-Stone Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-249	Closed	-$11.1K	–	493
2024 Q2	$11.1K	Hold	249	–	–	﹤0.01%	642
2024 Q1	$11.5K	Hold	249	–	–	0.01%	635
2023 Q4	$11K	Buy	+249	New	+$10.1K	0.01%	617

Other funds holding EQAL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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 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 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

Tyler-Stone Wealth Management's EQAL Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2024, closing a stake of 249 shares — an estimated $11.1K sold.

Tyler-Stone Wealth Management first reported a position in EQAL in Q4 2023 and held it in 3 quarters. The position peaked at $11.5K in Q1 2024. 77 funds tracked by Wall St. Rank hold EQAL as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 249 Invesco Russell 1000 Equal Weight ETF shares in Q3 2024, an estimated $11.1K.
Tyler-Stone Wealth Management first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2023 and held it in 3 quarters.
Tyler-Stone Wealth Management's Invesco Russell 1000 Equal Weight ETF position peaked at $11.5K in Q1 2024.
77 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.