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

Axxcess 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
2023 Q2	–	Sell	-47,079	Closed	-$1.56M	–	624
2023 Q1	$1.56M	Buy	+47,079	New	+$1.55M	0.12%	168

Other funds holding EQL

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 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Axxcess Wealth Management's EQL Position: Q2 2023 in Review

Axxcess Wealth Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2023, closing a stake of 47,079 shares — an estimated $1.56M sold.

Axxcess Wealth Management first reported a position in EQL in Q1 2023 and held it in 1 quarter. The position peaked at $1.56M in Q1 2023. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

Axxcess Wealth Management reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2023 after selling out during the quarter.
Axxcess Wealth Management sold 47,079 ALPS Equal Sector Weight ETF shares in Q2 2023, an estimated $1.56M.
Axxcess Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2023 and held it in 1 quarter.
Axxcess Wealth Management's ALPS Equal Sector Weight ETF position peaked at $1.56M in Q1 2023.
45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.