Hochman Cole Investment Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Hochman Cole Investment 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
2021 Q3	$218K	Hold	6,588	–	–	0.09%	123
2021 Q2	$220K	Hold	6,588	–	–	0.09%	119
2021 Q1	$206K	Buy	+6,588	New	+$198K	0.09%	126
2020 Q4	–	Sell	-8,334	Closed	-$214K	–	122
2020 Q3	$214K	Hold	8,334	–	–	0.11%	108
2020 Q2	$202K	Buy	+8,334	New	+$194K	0.11%	104
2020 Q1	–	Sell	-8,334	Closed	-$222K	–	107
2019 Q4	$222K	Hold	8,334	–	–	0.12%	109
2019 Q3	$210K	Sell	8,334 -594	-7%	-$14.8K	0.13%	106
2019 Q2	$221K	Hold	8,928	–	–	0.13%	104
2019 Q1	$215K	Buy	+8,928	New	+$207K	0.13%	105
2018 Q4	–	Sell	-8,928	Closed	-$217K	–	110
2018 Q3	$217K	Hold	8,928	–	–	0.14%	105
2018 Q2	$207K	Hold	8,928	–	–	0.14%	103
2018 Q1	$202K	Hold	8,928	–	–	0.14%	96
2017 Q4	$207K	Buy	+8,928	New	+$203K	0.13%	97

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Hochman Cole Investment Advisors's EQL Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its ALPS Equal Sector Weight ETF (EQL) position steady in Q3 2021 at 6,588 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #123.

Hochman Cole Investment Advisors first reported a position in EQL in Q4 2017 and has held it in 13 quarters since. The position peaked at $222K in Q4 2019. 32 funds tracked by Wall St. Rank hold EQL as of Q3 2021.

Hochman Cole Investment Advisors held 6,588 shares of ALPS Equal Sector Weight ETF worth $218K as of Q3 2021.
Hochman Cole Investment Advisors left its ALPS Equal Sector Weight ETF share count unchanged in Q3 2021.
ALPS Equal Sector Weight ETF made up 0.09% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #123 holding.
Hochman Cole Investment Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2017 and has held it in 13 quarters since.
Hochman Cole Investment Advisors's ALPS Equal Sector Weight ETF position peaked at $222K in Q4 2019.
32 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.