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Avior Wealth Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-141
Closed -$6.02K – 2489
2024
Q3 		$6.02K Buy
+141
New +$5.74K ﹤0.01% 1716

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Avior Wealth Management's EQL Position: Q4 2024 in Review

Avior Wealth Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2024, closing a stake of 141 shares — an estimated $6.02K sold.

Avior Wealth Management first reported a position in EQL in Q3 2024 and held it in 1 quarter. The position peaked at $6.02K in Q3 2024. 57 funds tracked by Wall St. Rank hold EQL as of Q4 2024.

  • Avior Wealth Management reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 141 ALPS Equal Sector Weight ETF shares in Q4 2024, an estimated $6.02K.
  • Avior Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q3 2024 and held it in 1 quarter.
  • Avior Wealth Management's ALPS Equal Sector Weight ETF position peaked at $6.02K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.