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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Wealthcare Advisory Partners's EQAL Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q4 2024, closing a stake of 4,149 shares — an estimated $202K sold.

Wealthcare Advisory Partners first reported a position in EQAL in Q1 2017 and held it in 8 quarters. The position peaked at $203K in Q1 2024. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2024.

Wealthcare Advisory Partners reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,149 Invesco Russell 1000 Equal Weight ETF shares in Q4 2024, an estimated $202K.
Wealthcare Advisory Partners first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Invesco Russell 1000 Equal Weight ETF position peaked at $203K in Q1 2024.
84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.