Baird Financial Group
EQL icon

Baird Financial Group’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-6,543
Closed -$209K – 1704
2022
Q4 		$209K Buy
+6,543
New +$209K ﹤0.01% 1590

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Envestnet Asset Management
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BCM
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
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

Baird Financial Group's EQL Position: Q1 2023 in Review

Baird Financial Group sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2023, closing a stake of 6,543 shares — an estimated $209K sold.

Baird Financial Group first reported a position in EQL in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 50 funds tracked by Wall St. Rank hold EQL as of Q1 2023.

  • Baird Financial Group reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 6,543 ALPS Equal Sector Weight ETF shares in Q1 2023, an estimated $209K.
  • Baird Financial Group first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and held it in 1 quarter.
  • Baird Financial Group's ALPS Equal Sector Weight ETF position peaked at $209K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.