Asset Dedication LLC’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Asset Dedication LLC’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
2021 Q1	–	Sell	-297	Closed	-$9K	–	704
2020 Q4	$9K	Buy	+297	New	+$8.14K	﹤0.01%	563

Other funds holding EQL

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

GVAG

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

Asset Dedication LLC's EQL Position: Q1 2021 in Review

Asset Dedication LLC sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2021, closing a stake of 297 shares — an estimated $9K sold.

Asset Dedication LLC first reported a position in EQL in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 32 funds tracked by Wall St. Rank hold EQL as of Q1 2021.

Asset Dedication LLC reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2021 after selling out during the quarter.
Asset Dedication LLC sold 297 ALPS Equal Sector Weight ETF shares in Q1 2021, an estimated $9K.
Asset Dedication LLC first reported a position in ALPS Equal Sector Weight ETF in Q4 2020 and held it in 1 quarter.
Asset Dedication LLC's ALPS Equal Sector Weight ETF position peaked at $9K in Q4 2020.
32 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2021.

Based on Asset Dedication LLC's 13F filing for Q1 2021, filed 3 May 2021.