Comprehensive Financial Consultants Institutional’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q4	–	Sell	-5,811	Closed	-$247K	–	168
2024 Q3	$247K	Hold	5,811	–	–	0.09%	153
2024 Q2	$228K	Hold	5,811	–	–	0.09%	149
2024 Q1	$229K	Hold	5,811	–	–	0.09%	147
2023 Q4	$212K	Buy	+5,811	New	+$200K	0.1%	148

Other funds holding EQL

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

GWP

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

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

GVAG

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

Comprehensive Financial Consultants Institutional's EQL Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2024, closing a stake of 5,811 shares — an estimated $247K sold.

Comprehensive Financial Consultants Institutional first reported a position in EQL in Q4 2023 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 57 funds tracked by Wall St. Rank hold EQL as of Q4 2024.

Comprehensive Financial Consultants Institutional reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 5,811 ALPS Equal Sector Weight ETF shares in Q4 2024, an estimated $247K.
Comprehensive Financial Consultants Institutional first reported a position in ALPS Equal Sector Weight ETF in Q4 2023 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's ALPS Equal Sector Weight ETF position peaked at $247K in Q3 2024.
57 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.