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Wealthcare Advisory Partners’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Wealthcare Advisory Partners’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
2024
Q4 		– Sell
-4,149
Closed -$202K – 899
2024
Q3 		$202K Buy
+4,149
New +$193K 0.01% 836
2024
Q2 		– Sell
-4,399
Closed -$203K – 834
2024
Q1 		$203K Buy
+4,399
New +$194K 0.01% 768
2021
Q2 		– Sell
-1,200
Closed -$52K – 924
2021
Q1 		$52K Buy
+1,200
New +$49.8K ﹤0.01% 856
2018
Q2 		– Sell
-184
Closed -$6K – 1252
2018
Q1 		$6K Hold
184
– – ﹤0.01% 802
2017
Q4 		$6K Hold
184
– – ﹤0.01% 752
2017
Q3 		$5K Hold
184
– – ﹤0.01% 636
2017
Q2 		$5K Hold
184
– – ﹤0.01% 88
2017
Q1 		$5K Buy
+184
New +$5.13K ﹤0.01% 87

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return