Advisory Services Network’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-264	Closed	-$8.76K	–	2094
2023 Q1	$8.76K	Buy	+264	New	+$8.69K	﹤0.01%	2931
2020 Q2	–	Sell	-1,122	Closed	-$23K	–	1511
2020 Q1	$23K	Buy	1,122 +819	+270%	+$20.4K	﹤0.01%	1788
2019 Q4	$8K	Buy	+303	New	+$7.79K	﹤0.01%	2436

Other funds holding EQL

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

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

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

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

Advisory Services Network's EQL Position: Q2 2023 in Review

Advisory Services Network sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2023, closing a stake of 264 shares — an estimated $8.76K sold.

Advisory Services Network first reported a position in EQL in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q1 2020. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

Advisory Services Network reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 264 ALPS Equal Sector Weight ETF shares in Q2 2023, an estimated $8.76K.
Advisory Services Network first reported a position in ALPS Equal Sector Weight ETF in Q4 2019 and held it in 3 quarters.
Advisory Services Network's ALPS Equal Sector Weight ETF position peaked at $23K in Q1 2020.
45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.