U.S. Capital Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-698	Closed	-$28K	–	906
2022 Q4	$28K	Buy	+698	New	+$28K	﹤0.01%	1029

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's EQAL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q1 2023, closing a stake of 698 shares — an estimated $28K sold.

U.S. Capital Wealth Advisors first reported a position in EQAL in Q4 2022 and held it in 1 quarter. The position peaked at $28K in Q4 2022. 61 funds tracked by Wall St. Rank hold EQAL as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 698 Invesco Russell 1000 Equal Weight ETF shares in Q1 2023, an estimated $28K.
U.S. Capital Wealth Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $28K in Q4 2022.
61 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.