Bruderman Asset Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Bruderman Asset 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
2022 Q2	$281K	Hold	9,000	–	–	0.5%	54
2022 Q1	$326K	Hold	9,000	–	–	0.49%	55
2021 Q4	$329K	Hold	9,000	–	–	0.25%	73
2021 Q3	$298K	Buy	+9,000	New	+$306K	0.07%	102
2021 Q2	–	Sell	-9,000	Closed	-$281K	–	97
2021 Q1	$281K	Hold	9,000	–	–	0.08%	95
2020 Q4	$259K	Hold	9,000	–	–	0.08%	94
2020 Q3	$231K	Hold	9,000	–	–	0.08%	87
2020 Q2	$219K	Buy	+9,000	New	+$209K	0.07%	86
2020 Q1	–	Sell	-9,000	Closed	-$241K	–	86
2019 Q4	$241K	Hold	9,000	–	–	0.08%	89
2019 Q3	$232K	Buy	+9,000	New	+$225K	0.06%	111

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bruderman Asset Management's EQL Position: Q2 2022 in Review

Bruderman Asset Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q2 2022 at 9,000 shares worth $281K. The position accounts for 0.5% of the portfolio, ranked #54.

Bruderman Asset Management first reported a position in EQL in Q3 2019 and has held it in 10 quarters since. The position peaked at $329K in Q4 2021. 35 funds tracked by Wall St. Rank hold EQL as of Q2 2022.

Bruderman Asset Management held 9,000 shares of ALPS Equal Sector Weight ETF worth $281K as of Q2 2022.
Bruderman Asset Management left its ALPS Equal Sector Weight ETF share count unchanged in Q2 2022.
ALPS Equal Sector Weight ETF made up 0.5% of Bruderman Asset Management's portfolio in Q2 2022, its #54 holding.
Bruderman Asset Management first reported a position in ALPS Equal Sector Weight ETF in Q3 2019 and has held it in 10 quarters since.
Bruderman Asset Management's ALPS Equal Sector Weight ETF position peaked at $329K in Q4 2021.
35 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.