Beaumont Financial Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Beaumont Financial 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 Q3	–	Sell	-93,786	Closed	-$3.11M	–	331
2023 Q2	$3.11M	Hold	93,786	–	–	0.29%	60
2023 Q1	$3.11M	Buy	+93,786	New	+$3.09M	0.32%	47

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Beaumont Financial Advisors's EQL Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2023, closing a stake of 93,786 shares — an estimated $3.11M sold.

Beaumont Financial Advisors first reported a position in EQL in Q1 2023 and held it in 2 quarters. The position peaked at $3.11M in Q2 2023. 46 funds tracked by Wall St. Rank hold EQL as of Q3 2023.

Beaumont Financial Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 93,786 ALPS Equal Sector Weight ETF shares in Q3 2023, an estimated $3.11M.
Beaumont Financial Advisors first reported a position in ALPS Equal Sector Weight ETF in Q1 2023 and held it in 2 quarters.
Beaumont Financial Advisors's ALPS Equal Sector Weight ETF position peaked at $3.11M in Q2 2023.
46 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.