Harbour Investments’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Harbour Investments’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
2021 Q4	$23K	Hold	618	–	–	﹤0.01%	1603
2021 Q3	$20K	Hold	618	–	–	﹤0.01%	2298
2021 Q2	$21K	Hold	618	–	–	﹤0.01%	2318
2021 Q1	$19K	Buy	+618	New	+$18.6K	﹤0.01%	2230

Other funds holding EQL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GVAG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Harbour Investments's EQL Position: Q4 2021 in Review

Harbour Investments held its ALPS Equal Sector Weight ETF (EQL) position steady in Q4 2021 at 618 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Harbour Investments first reported a position in EQL in Q1 2021 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold EQL as of Q4 2021.

Harbour Investments held 618 shares of ALPS Equal Sector Weight ETF worth $23K as of Q4 2021.
Harbour Investments left its ALPS Equal Sector Weight ETF share count unchanged in Q4 2021.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Harbour Investments's portfolio in Q4 2021, its #1603 holding.
Harbour Investments first reported a position in ALPS Equal Sector Weight ETF in Q1 2021 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.