BDO Wealth Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

BDO Wealth Advisors’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	$45.5K	Hold	1,308	–	–	0.01%	446
2023 Q1	$43.4K	Hold	1,308	–	–	0.01%	444
2022 Q4	$41.7K	Hold	1,308	–	–	0.01%	443
2022 Q3	$38K	Hold	1,308	–	–	0.01%	450
2022 Q2	$41K	Hold	1,308	–	–	0.01%	439
2022 Q1	$47K	Hold	1,308	–	–	0.01%	438
2021 Q4	$48K	Hold	1,308	–	–	0.01%	451
2021 Q3	$43K	Hold	1,308	–	–	﹤0.01%	468
2021 Q2	$44K	Hold	1,308	–	–	﹤0.01%	479
2021 Q1	$41K	Hold	1,308	–	–	﹤0.01%	482
2020 Q4	$38K	Hold	1,308	–	–	0.01%	381
2020 Q3	$34K	Hold	1,308	–	–	0.01%	370
2020 Q2	$32K	Hold	1,308	–	–	0.01%	371
2020 Q1	$27K	Buy	1,308 +1,293	+8,620%	+$32.2K	0.01%	406
2019 Q4	$0	Hold	15	–	–	﹤0.01%	598
2019 Q3	$0	Hold	15	–	–	﹤0.01%	629
2019 Q2	$0	Hold	15	–	–	﹤0.01%	631
2019 Q1	$0	Hold	15	–	–	﹤0.01%	624
2018 Q4	$0	Hold	15	–	–	﹤0.01%	572
2018 Q3	$0	Hold	15	–	–	﹤0.01%	628
2018 Q2	$0	Hold	15	–	–	﹤0.01%	649
2018 Q1	$0	Hold	15	–	–	﹤0.01%	584
2017 Q4	$0	Hold	15	–	–	﹤0.01%	484
2017 Q3	$0	Hold	15	–	–	﹤0.01%	471
2017 Q2	$0	Buy	+15	New	+$318	﹤0.01%	554

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

BDO Wealth Advisors's EQL Position: Q2 2023 in Review

BDO Wealth Advisors held its ALPS Equal Sector Weight ETF (EQL) position steady in Q2 2023 at 1,308 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #446.

BDO Wealth Advisors first reported a position in EQL in Q2 2017 and has held it in 25 quarters since. The position peaked at $48K in Q4 2021. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

BDO Wealth Advisors held 1,308 shares of ALPS Equal Sector Weight ETF worth $45.5K as of Q2 2023.
BDO Wealth Advisors left its ALPS Equal Sector Weight ETF share count unchanged in Q2 2023.
ALPS Equal Sector Weight ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #446 holding.
BDO Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's ALPS Equal Sector Weight ETF position peaked at $48K in Q4 2021.
45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.