Insight Folios’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Insight Folios’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
2024 Q3	$531K	Sell	12,498 -78	-0.6%	-$3.17K	0.19%	61
2024 Q2	$494K	Buy	12,576 +51	+0.4%	+$1.98K	0.2%	60
2024 Q1	$493K	Sell	12,525 -249	-2%	-$9.32K	0.2%	62
2023 Q4	$466K	Buy	12,774 +72	+0.6%	+$2.48K	0.2%	61
2023 Q3	$425K	Buy	12,702 +5,337	+72%	+$186K	0.21%	58
2023 Q2	$256K	Sell	7,365 -846	-10%	-$28.3K	0.11%	100
2023 Q1	$272K	Buy	+8,211	New	+$270K	0.12%	93
2022 Q2	–	Sell	-16,788	Closed	-$608K	–	113
2022 Q1	$608K	Sell	16,788 -1,548	-8%	-$54.6K	0.27%	43
2021 Q4	$669K	Sell	18,336 -390	-2%	-$13.8K	0.31%	43
2021 Q3	$621K	Sell	18,726 -1,029	-5%	-$35K	0.34%	40
2021 Q2	$659K	Buy	19,755 +660	+3%	+$21.7K	0.39%	33
2021 Q1	$597K	Hold	19,095	–	–	0.41%	34
2020 Q4	$549K	Hold	19,095	–	–	0.41%	37
2020 Q3	$491K	Sell	19,095 -195	-1%	-$5.01K	0.45%	37
2020 Q2	$468K	Buy	+19,290	New	+$449K	0.45%	37
2020 Q1	–	Sell	-28,977	Closed	-$772K	–	35
2019 Q4	$772K	Buy	+28,977	New	+$745K	0.68%	30

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

RJFSA

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

RJA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

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

Insight Folios's EQL Position: Q3 2024 in Review

Insight Folios reduced its ALPS Equal Sector Weight ETF (EQL) stake by 0.62% in Q3 2024, selling an estimated $3.17K and leaving 12,498 shares worth $531K. The position accounts for 0.19% of the portfolio, ranked #61.

Insight Folios first reported a position in EQL in Q4 2019 and has held it in 16 quarters since. The position peaked at $772K in Q4 2019. 52 funds tracked by Wall St. Rank hold EQL as of Q3 2024.

Insight Folios held 12,498 shares of ALPS Equal Sector Weight ETF worth $531K as of Q3 2024.
Insight Folios sold 78 ALPS Equal Sector Weight ETF shares in Q3 2024, an estimated $3.17K.
ALPS Equal Sector Weight ETF made up 0.19% of Insight Folios's portfolio in Q3 2024, its #61 holding.
Insight Folios first reported a position in ALPS Equal Sector Weight ETF in Q4 2019 and has held it in 16 quarters since.
Insight Folios's ALPS Equal Sector Weight ETF position peaked at $772K in Q4 2019.
52 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.