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

Cetera 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
2024 Q1	$629K	Buy	16,005 +3,177	+25%	+$119K	0.01%	1453
2023 Q4	$468K	Buy	12,828 +1,221	+11%	+$42K	0.01%	1162
2023 Q3	$388K	Buy	+11,607	New	+$405K	0.01%	1192
2022 Q2	–	Sell	-6,576	Closed	-$238K	–	1400
2022 Q1	$238K	Sell	6,576 -387	-6%	-$13.7K	﹤0.01%	1220
2021 Q4	$254K	Sell	6,963 -2,601	-27%	-$91.9K	0.01%	1195
2021 Q3	$317K	Sell	9,564 -369	-4%	-$12.5K	0.01%	1074
2021 Q2	$331K	Sell	9,933 -861	-8%	-$28.3K	0.01%	1006
2021 Q1	$338K	Buy	+10,794	New	+$324K	0.01%	900
2019 Q2	–	Sell	-4,200	Closed	-$101K	–	995
2019 Q1	$101K	Buy	+4,200	New	+$97.2K	0.01%	890

Other funds holding EQL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisors's EQL Position: Q1 2024 in Review

Cetera Advisors increased its ALPS Equal Sector Weight ETF (EQL) stake by 25% in Q1 2024, buying an estimated $119K and bringing the position to 16,005 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1453.

Cetera Advisors first reported a position in EQL in Q1 2019 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold EQL as of Q1 2024.

Cetera Advisors held 16,005 shares of ALPS Equal Sector Weight ETF worth $629K as of Q1 2024.
Cetera Advisors bought 3,177 ALPS Equal Sector Weight ETF shares in Q1 2024, an estimated $119K.
ALPS Equal Sector Weight ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1453 holding.
Cetera Advisors first reported a position in ALPS Equal Sector Weight ETF in Q1 2019 and has held it in 9 quarters since.
48 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.