Advisornet Financial’s Equus Total Return EQS Stock Holding History

Advisornet Financial’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-223	Closed	-$1K	–	1941
2022 Q1	$1K	Hold	223	–	–	﹤0.01%	1875
2021 Q4	$1K	Hold	223	–	–	﹤0.01%	1913
2021 Q3	$1K	Hold	223	–	–	﹤0.01%	1808
2021 Q2	$0	Hold	223	–	–	﹤0.01%	1815
2021 Q1	$0	Hold	223	–	–	﹤0.01%	1771
2020 Q4	$0	Hold	223	–	–	﹤0.01%	1712
2020 Q3	$0	Hold	223	–	–	﹤0.01%	1757
2020 Q2	$0	Hold	223	–	–	﹤0.01%	1807
2020 Q1	$0	Hold	223	–	–	﹤0.01%	1814
2019 Q4	$0	Hold	223	–	–	﹤0.01%	1886
2019 Q3	$0	Hold	223	–	–	﹤0.01%	1875
2019 Q2	$0	Hold	223	–	–	﹤0.01%	1714
2019 Q1	$0	Hold	223	–	–	﹤0.01%	1600
2018 Q4	$0	Buy	+223	New	+$451	﹤0.01%	1488

Other funds holding EQS

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisornet Financial's EQS Position: Q2 2022 in Review

Advisornet Financial sold out of Equus Total Return (EQS) in Q2 2022, closing a stake of 223 shares — an estimated $1K sold.

Advisornet Financial first reported a position in EQS in Q4 2018 and held it in 14 quarters. The position peaked at $1K in Q1 2022. 6 funds tracked by Wall St. Rank hold EQS as of Q2 2022.

Advisornet Financial reported no remaining Equus Total Return position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 223 Equus Total Return shares in Q2 2022, an estimated $1K.
Advisornet Financial first reported a position in Equus Total Return in Q4 2018 and held it in 14 quarters.
Advisornet Financial's Equus Total Return position peaked at $1K in Q1 2022.
6 funds tracked by Wall St. Rank held Equus Total Return as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.