DIP
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DT Investment Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

DT Investment Partners’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
Q4 		– Sell
-12,450
Closed -$366K – 493
2022
Q3 		$366K Hold
12,450
– – 0.06% 100
2022
Q2 		$388K Buy
+12,450
New +$421K 0.06% 114

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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DT Investment Partners's EQL Position: Q4 2022 in Review

DT Investment Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2022, closing a stake of 12,450 shares — an estimated $366K sold.

DT Investment Partners first reported a position in EQL in Q2 2022 and held it in 2 quarters. The position peaked at $388K in Q2 2022. 42 funds tracked by Wall St. Rank hold EQL as of Q4 2022.

  • DT Investment Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2022 after selling out during the quarter.
  • DT Investment Partners sold 12,450 ALPS Equal Sector Weight ETF shares in Q4 2022, an estimated $366K.
  • DT Investment Partners first reported a position in ALPS Equal Sector Weight ETF in Q2 2022 and held it in 2 quarters.
  • DT Investment Partners's ALPS Equal Sector Weight ETF position peaked at $388K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2022.

Based on DT Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.