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

Guidance Point 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
2022 Q2	–	Sell	-5,874	Closed	-$212K	–	87
2022 Q1	$212K	Sell	5,874 -6	-0.1%	-$212	0.08%	88
2021 Q4	$214K	Buy	5,880 +33	+0.6%	+$1.17K	0.08%	85
2021 Q3	$193K	Buy	+5,847	New	+$199K	0.07%	89

Other funds holding EQL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GVAG

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

RJFSA

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

Guidance Point Advisors's EQL Position: Q2 2022 in Review

Guidance Point Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2022, closing a stake of 5,874 shares — an estimated $212K sold.

Guidance Point Advisors first reported a position in EQL in Q3 2021 and held it in 3 quarters. The position peaked at $214K in Q4 2021. 35 funds tracked by Wall St. Rank hold EQL as of Q2 2022.

Guidance Point Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2022 after selling out during the quarter.
Guidance Point Advisors sold 5,874 ALPS Equal Sector Weight ETF shares in Q2 2022, an estimated $212K.
Guidance Point Advisors first reported a position in ALPS Equal Sector Weight ETF in Q3 2021 and held it in 3 quarters.
Guidance Point Advisors's ALPS Equal Sector Weight ETF position peaked at $214K in Q4 2021.
35 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2022.

Based on Guidance Point Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.