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Fulcrum Equity Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Fulcrum Equity Management’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
2019
Q4 		– Sell
-75
Closed -$2K – 123
2019
Q3 		$2K Buy
+75
New +$1.87K ﹤0.01% 203

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fulcrum Equity Management's EQL Position: Q4 2019 in Review

Fulcrum Equity Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2019, closing a stake of 75 shares — an estimated $2K sold.

Fulcrum Equity Management first reported a position in EQL in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 33 funds tracked by Wall St. Rank hold EQL as of Q4 2019.

  • Fulcrum Equity Management reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 75 ALPS Equal Sector Weight ETF shares in Q4 2019, an estimated $2K.
  • Fulcrum Equity Management first reported a position in ALPS Equal Sector Weight ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's ALPS Equal Sector Weight ETF position peaked at $2K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.