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

Capital Wealth Planning’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
2021
Q2 		– Sell
-29,427
Closed -$920K – 133
2021
Q1 		$920K Buy
+29,427
New +$883K 0.03% 53

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Wealth Planning's EQL Position: Q2 2021 in Review

Capital Wealth Planning sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2021, closing a stake of 29,427 shares — an estimated $920K sold.

Capital Wealth Planning first reported a position in EQL in Q1 2021 and held it in 1 quarter. The position peaked at $920K in Q1 2021. 33 funds tracked by Wall St. Rank hold EQL as of Q2 2021.

  • Capital Wealth Planning reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 29,427 ALPS Equal Sector Weight ETF shares in Q2 2021, an estimated $920K.
  • Capital Wealth Planning first reported a position in ALPS Equal Sector Weight ETF in Q1 2021 and held it in 1 quarter.
  • Capital Wealth Planning's ALPS Equal Sector Weight ETF position peaked at $920K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2021.

Based on Capital Wealth Planning's 13F filing for Q2 2021, filed 3 Aug 2021.