Wintrust Investments’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Wintrust Investments’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	$155K	Sell	3,221 -2,432	-43%	-$121K	0.14%	123
2024 Q3	$275K	Sell	5,653 -48,032	-89%	-$2.23M	0.2%	91
2024 Q2	$2.4M	Buy	53,685 +725	+1%	+$32.5K	0.2%	99
2024 Q1	$2.45M	Buy	52,960 +11,635	+28%	+$512K	0.22%	99
2023 Q4	$1.82M	Buy	41,325 +20,675	+100%	+$838K	0.18%	122
2023 Q3	$824K	Buy	20,650 +3,250	+19%	+$136K	0.09%	191
2023 Q2	$728K	Buy	17,400 +250	+1%	+$10.1K	0.07%	218
2023 Q1	$705K	Buy	17,150 +2,800	+20%	+$117K	0.09%	165
2022 Q4	$577K	Buy	14,350 +700	+5%	+$28.1K	0.08%	195
2022 Q3	$504K	Buy	13,650 +2,450	+22%	+$101K	0.06%	227
2022 Q2	$440K	Buy	11,200 +3,600	+47%	+$155K	0.05%	244
2022 Q1	$353K	Buy	7,600 +590	+8%	+$26.8K	0.03%	304
2021 Q4	$332K	Buy	+7,010	New	+$327K	0.03%	324
2021 Q3	–	Sell	-8,000	Closed	-$366K	–	313
2021 Q2	$366K	Buy	8,000 +200	+3%	+$9.01K	0.04%	302
2021 Q1	$335K	Buy	+7,800	New	+$324K	0.03%	311

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

Wintrust Investments's EQAL Position: Q4 2024 in Review

Wintrust Investments reduced its Invesco Russell 1000 Equal Weight ETF (EQAL) stake by 43% in Q4 2024, selling an estimated $121K and leaving 3,221 shares worth $155K. The position accounts for 0.14% of the portfolio, ranked #123.

Wintrust Investments first reported a position in EQAL in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.45M in Q1 2024. 84 funds tracked by Wall St. Rank hold EQAL as of Q4 2024.

Wintrust Investments held 3,221 shares of Invesco Russell 1000 Equal Weight ETF worth $155K as of Q4 2024.
Wintrust Investments sold 2,432 Invesco Russell 1000 Equal Weight ETF shares in Q4 2024, an estimated $121K.
Invesco Russell 1000 Equal Weight ETF made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #123 holding.
Wintrust Investments first reported a position in Invesco Russell 1000 Equal Weight ETF in Q1 2021 and has held it in 15 quarters since.
Wintrust Investments's Invesco Russell 1000 Equal Weight ETF position peaked at $2.45M in Q1 2024.
84 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.