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Atria Wealth Solutions’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Atria Wealth Solutions’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
-25,185
Closed -$836K – 1902
2023
Q1 		$836K Buy
+25,185
New +$829K 0.01% 865

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $495B AUM 43.24% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's EQL Position: Q2 2023 in Review

Atria Wealth Solutions sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2023, closing a stake of 25,185 shares — an estimated $836K sold.

Atria Wealth Solutions first reported a position in EQL in Q1 2023 and held it in 1 quarter. The position peaked at $836K in Q1 2023. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

  • Atria Wealth Solutions reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 25,185 ALPS Equal Sector Weight ETF shares in Q2 2023, an estimated $836K.
  • Atria Wealth Solutions first reported a position in ALPS Equal Sector Weight ETF in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's ALPS Equal Sector Weight ETF position peaked at $836K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.