First Manhattan’s ALPS Equal Sector Weight ETF EQL Stock Holding History

First Manhattan’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
2023 Q2	–	Sell	-1,290	Closed	-$42.8K	–	1461
2023 Q1	$42.8K	Hold	1,290	–	–	﹤0.01%	939
2022 Q4	$41.2K	Hold	1,290	–	–	﹤0.01%	974
2022 Q3	$37K	Hold	1,290	–	–	﹤0.01%	976
2022 Q2	$40K	Buy	+1,290	New	+$43.6K	﹤0.01%	1005
2015 Q2	–	Sell	-930	Closed	-$17K	–	1457
2015 Q1	$17K	Buy	+930	New	+$17.6K	﹤0.01%	1143

Other funds holding EQL

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

First Manhattan's EQL Position: Q2 2023 in Review

First Manhattan sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2023, closing a stake of 1,290 shares — an estimated $42.8K sold.

First Manhattan first reported a position in EQL in Q1 2015 and held it in 5 quarters. The position peaked at $42.8K in Q1 2023. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

First Manhattan reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2023 after selling out during the quarter.
First Manhattan sold 1,290 ALPS Equal Sector Weight ETF shares in Q2 2023, an estimated $42.8K.
First Manhattan first reported a position in ALPS Equal Sector Weight ETF in Q1 2015 and held it in 5 quarters.
First Manhattan's ALPS Equal Sector Weight ETF position peaked at $42.8K in Q1 2023.
45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on First Manhattan's 13F filing for Q2 2023, filed 14 Aug 2023.