American Portfolios Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

American Portfolios Advisors’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
2022 Q3	$134K	Sell	4,569 -54	-1%	-$1.76K	0.01%	1191
2022 Q2	$144K	Sell	4,623 -54	-1%	-$1.83K	0.01%	1212
2022 Q1	$170K	Sell	4,677 -831	-15%	-$29.3K	0.01%	1243
2021 Q4	$201K	Sell	5,508 -45	-0.8%	-$1.59K	0.01%	1159
2021 Q3	$184K	Sell	5,553 -45	-0.8%	-$1.53K	0.01%	1152
2021 Q2	$187K	Sell	5,598 -45	-0.8%	-$1.48K	0.01%	1134
2021 Q1	$176K	Sell	5,643 -873	-13%	-$26.2K	0.01%	1081
2020 Q4	$187K	Sell	6,516 -744	-10%	-$20.4K	0.01%	902
2020 Q3	$187K	Sell	7,260 -3,252	-31%	-$83.6K	0.01%	822
2020 Q2	$255K	Hold	10,512	–	–	0.02%	665
2020 Q1	$216K	Buy	10,512 +450	+4%	+$11.2K	0.02%	621
2019 Q4	$268K	Sell	10,062 -1,005	-9%	-$25.9K	0.02%	634
2019 Q3	$279K	Sell	11,067 -213	-2%	-$5.32K	0.02%	580
2019 Q2	$280K	Hold	11,280	–	–	0.02%	582
2019 Q1	$271K	Sell	11,280 -195	-2%	-$4.51K	0.03%	540
2018 Q4	$244K	Buy	11,475 +3,291	+40%	+$75.3K	0.03%	463
2018 Q3	$199K	Sell	8,184 -120	-1%	-$2.88K	0.02%	577
2018 Q2	$193K	Hold	8,304	–	–	0.03%	564
2018 Q1	$187K	Hold	8,304	–	–	0.03%	543
2017 Q4	$192K	Buy	+8,304	New	+$188K	0.03%	513

Other funds holding EQL

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

American Portfolios Advisors's EQL Position: Q3 2022 in Review

American Portfolios Advisors reduced its ALPS Equal Sector Weight ETF (EQL) stake by 1.2% in Q3 2022, selling an estimated $1.76K and leaving 4,569 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #1191.

American Portfolios Advisors first reported a position in EQL in Q4 2017 and has held it in 20 quarters since. The position peaked at $280K in Q2 2019. 36 funds tracked by Wall St. Rank hold EQL as of Q3 2022.

American Portfolios Advisors held 4,569 shares of ALPS Equal Sector Weight ETF worth $134K as of Q3 2022.
American Portfolios Advisors sold 54 ALPS Equal Sector Weight ETF shares in Q3 2022, an estimated $1.76K.
ALPS Equal Sector Weight ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1191 holding.
American Portfolios Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's ALPS Equal Sector Weight ETF position peaked at $280K in Q2 2019.
36 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.