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

Ameritas Advisory Services’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
-300
Closed -$10.1K – 1124
2023
Q1 		$10.1K Buy
+300
New +$9.88K ﹤0.01% 1888

Other funds holding EQL

Bank of America
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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameritas Advisory Services sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2023, closing a stake of 300 shares — an estimated $10.1K sold.

Ameritas Advisory Services first reported a position in EQL in Q1 2023 and held it in 1 quarter. The position peaked at $10.1K in Q1 2023. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

  • Ameritas Advisory Services reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 300 ALPS Equal Sector Weight ETF shares in Q2 2023, an estimated $10.1K.
  • Ameritas Advisory Services first reported a position in ALPS Equal Sector Weight ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's ALPS Equal Sector Weight ETF position peaked at $10.1K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.