UP Strategic Wealth Investment Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio EQAL Stock Details EQAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$866K	Hold
2025 Q2	$816K	Hold
2025 Q1	$783K	Hold
2024 Q4	$800K	Hold
2024 Q3	$806K	Hold
2024 Q2	$740K	Sell
2024 Q1	$784K	Sell
2023 Q4	$959K	Buy