Advisor Group’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Advisor Group’s Portfolio EQL Stock Details EQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$232K	Buy	8,703 +2,100	+32%	+$54K	﹤0.01%	2275
2019 Q3	$167K	Buy	6,603 +3,150	+91%	+$78.7K	﹤0.01%	2453
2019 Q2	$85K	Buy	3,453 +2,508	+265%	+$61.2K	﹤0.01%	2984
2019 Q1	$23K	Buy	+945	New	+$21.9K	﹤0.01%	3904
2018 Q2	–	Sell	-1,947	Closed	-$44K	–	4959
2018 Q1	$44K	Buy	+1,947	New	+$45.3K	﹤0.01%	3157
2017 Q4	–	Sell	-3,600	Closed	-$79K	–	4989
2017 Q3	$79K	Hold	3,600	–	–	﹤0.01%	2599
2017 Q2	$77K	Hold	3,600	–	–	﹤0.01%	2516
2017 Q1	$76K	Buy	3,600 +2,700	+300%	+$55.9K	﹤0.01%	2369
2016 Q4	$18K	Hold	900	–	–	﹤0.01%	3272
2016 Q3	$18K	Hold	900	–	–	﹤0.01%	3212
2016 Q2	$17K	Buy	+900	New	+$17.1K	﹤0.01%	3162

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's EQL Position: Q4 2019 in Review

Advisor Group increased its ALPS Equal Sector Weight ETF (EQL) stake by 32% in Q4 2019, buying an estimated $54K and bringing the position to 8,703 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Advisor Group first reported a position in EQL in Q2 2016 and has held it in 11 quarters since. 33 funds tracked by Wall St. Rank hold EQL as of Q4 2019.

Advisor Group held 8,703 shares of ALPS Equal Sector Weight ETF worth $232K as of Q4 2019.
Advisor Group bought 2,100 ALPS Equal Sector Weight ETF shares in Q4 2019, an estimated $54K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2275 holding.
Advisor Group first reported a position in ALPS Equal Sector Weight ETF in Q2 2016 and has held it in 11 quarters since.
33 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.