Ulrich Consultants & Investment Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Ulrich Consultants & Investment Group’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 Q2	$1.14M	Sell	27,190 -6,618	-20%	-$268K	2.75%	8
2023 Q1	$1.39M	Sell	33,808 -542	-2%	-$22.7K	2.9%	8
2022 Q4	$1.38M	Sell	34,350 -75	-0.2%	-$3.01K	3.09%	8
2022 Q3	$1.27M	Hold	34,425	–	–	0.98%	34
2022 Q2	$1.35M	Buy	+34,425	New	+$1.48M	0.74%	41

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ulrich Consultants & Investment Group's EQAL Position: Q2 2023 in Review

Ulrich Consultants & Investment Group reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 20% in Q2 2023, selling an estimated $268K and leaving 27,190 shares worth $1.14M. The position accounts for 2.75% of the portfolio, ranked #8.

Ulrich Consultants & Investment Group first reported a position in EQAL in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.39M in Q1 2023. 62 funds tracked by Wall St. Rank hold EQAL as of Q2 2023.

Ulrich Consultants & Investment Group held 27,190 shares of Invesco Russell 1000 Equal Weight ETF worth $1.14M as of Q2 2023.
Ulrich Consultants & Investment Group sold 6,618 Invesco Russell 1000 Equal Weight ETF shares in Q2 2023, an estimated $268K.
Invesco Russell 1000 Equal Weight ETF made up 2.75% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #8 holding.
Ulrich Consultants & Investment Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2022 and has held it in 5 quarters since.
Ulrich Consultants & Investment Group's Invesco Russell 1000 Equal Weight ETF position peaked at $1.39M in Q1 2023.
62 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.