Ullmann Wealth Partners Group’s Invesco Russell 2000 Equal Weight ETF EQWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-7,005
Closed -$256K 69
2018
Q4
$256K Hold
7,005
0.19% 47
2018
Q3
$330K Hold
7,005
0.22% 39
2018
Q2
$324K Buy
+7,005
New +$314K 0.22% 41

Ullmann Wealth Partners Group's EQWS Position: Q1 2019 in Review

Ullmann Wealth Partners Group sold out of Invesco Russell 2000 Equal Weight ETF (EQWS) in Q1 2019, closing a stake of 7,005 shares — an estimated $256K sold.

Ullmann Wealth Partners Group first reported a position in EQWS in Q2 2018 and held it in 3 quarters. The position peaked at $330K in Q3 2018. 0 funds tracked by Wall St. Rank hold EQWS as of Q1 2019.

  • Ullmann Wealth Partners Group reported no remaining Invesco Russell 2000 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 7,005 Invesco Russell 2000 Equal Weight ETF shares in Q1 2019, an estimated $256K.
  • Ullmann Wealth Partners Group first reported a position in Invesco Russell 2000 Equal Weight ETF in Q2 2018 and held it in 3 quarters.
  • Ullmann Wealth Partners Group's Invesco Russell 2000 Equal Weight ETF position peaked at $330K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Russell 2000 Equal Weight ETF as of Q1 2019.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2019, filed 8 Apr 2019.