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

IFP 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
2023 Q1	–	Sell	-11,880	Closed	-$273K	–	3692
2022 Q4	$273K	Buy	11,880 +210	+2%	+$6.69K	0.01%	1185
2022 Q3	$269K	Sell	11,670 -60	-0.5%	-$1.95K	0.01%	1250
2022 Q2	$270K	Hold	11,730	–	–	0.01%	1133
2022 Q1	$270K	Buy	+11,730	New	+$414K	0.01%	1133
2017 Q3	–	Sell	-1,500	Closed	-$32K	–	4101
2017 Q2	$32K	Sell	1,500 -8,550	-85%	-$181K	﹤0.01%	2276
2017 Q1	$211K	Hold	10,050	–	–	0.01%	1089
2016 Q4	$201K	Hold	10,050	–	–	0.01%	1048
2016 Q3	$198K	Hold	10,050	–	–	0.01%	1010
2016 Q2	$194K	Buy	+10,050	New	+$191K	0.01%	980
2016 Q1	–	Sell	-10,050	Closed	-$183K	–	2666
2015 Q4	$183K	Buy	+10,050	New	+$185K	0.01%	866

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

IFP Advisors's EQL Position: Q1 2023 in Review

IFP Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2023, closing a stake of 11,880 shares — an estimated $273K sold.

IFP Advisors first reported a position in EQL in Q4 2015 and held it in 10 quarters. The position peaked at $273K in Q4 2022. 50 funds tracked by Wall St. Rank hold EQL as of Q1 2023.

IFP Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 11,880 ALPS Equal Sector Weight ETF shares in Q1 2023, an estimated $273K.
IFP Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2015 and held it in 10 quarters.
IFP Advisors's ALPS Equal Sector Weight ETF position peaked at $273K in Q4 2022.
50 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.