UP Strategic Wealth Investment Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Hold |
16,569
| – | – | 0.64% | 27 |
|
|
2025
Q1 | $783K | Hold |
16,569
| – | – | 0.7% | 27 |
|
|
2024
Q4 | $800K | Hold |
16,569
| – | – | 0.8% | 26 |
|
|
2024
Q3 | $806K | Hold |
16,569
| – | – | 0.9% | 24 |
|
|
2024
Q2 | $740K | Sell |
16,569
-394
| -2% | -$17.6K | 1.12% | 20 |
|
|
2024
Q1 | $784K | Sell |
16,963
-4,784
| -22% | -$221K | 1.28% | 19 |
|
|
2023
Q4 | $959K | Buy |
+21,747
| New | +$959K | 1.75% | 13 |
|