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

Bison Wealth’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
2020
Q1 		– Sell
-222
Closed -$6K – 357
2019
Q4 		$6K Buy
+222
New +$5.71K ﹤0.01% 364

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bison Wealth's EQL Position: Q1 2020 in Review

Bison Wealth sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2020, closing a stake of 222 shares — an estimated $6K sold.

Bison Wealth first reported a position in EQL in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 25 funds tracked by Wall St. Rank hold EQL as of Q1 2020.

  • Bison Wealth reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2020 after selling out during the quarter.
  • Bison Wealth sold 222 ALPS Equal Sector Weight ETF shares in Q1 2020, an estimated $6K.
  • Bison Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2019 and held it in 1 quarter.
  • Bison Wealth's ALPS Equal Sector Weight ETF position peaked at $6K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.