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

Ancora 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
2024 Q1	–	Sell	-3,006	Closed	-$110K	–	1839
2023 Q4	$110K	Hold	3,006	–	–	﹤0.01%	779
2023 Q3	$101K	Hold	3,006	–	–	﹤0.01%	781
2023 Q2	$105K	Hold	3,006	–	–	﹤0.01%	768
2023 Q1	$99.7K	Hold	3,006	–	–	﹤0.01%	765
2022 Q4	$96K	Sell	3,006 -750	-20%	-$23.9K	﹤0.01%	833
2022 Q3	$110K	Hold	3,756	–	–	﹤0.01%	875
2022 Q2	$117K	Buy	+3,756	New	+$127K	﹤0.01%	919

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

ACP

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

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

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

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ancora Advisors's EQL Position: Q1 2024 in Review

Ancora Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2024, closing a stake of 3,006 shares — an estimated $110K sold.

Ancora Advisors first reported a position in EQL in Q2 2022 and held it in 7 quarters. The position peaked at $117K in Q2 2022. 48 funds tracked by Wall St. Rank hold EQL as of Q1 2024.

Ancora Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2024 after selling out during the quarter.
Ancora Advisors sold 3,006 ALPS Equal Sector Weight ETF shares in Q1 2024, an estimated $110K.
Ancora Advisors first reported a position in ALPS Equal Sector Weight ETF in Q2 2022 and held it in 7 quarters.
Ancora Advisors's ALPS Equal Sector Weight ETF position peaked at $117K in Q2 2022.
48 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2024.

Based on Ancora Advisors's 13F filing for Q1 2024, filed 16 May 2024.