Jones Financial Companies’s ALPS Equal Sector Weight ETF EQL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
13,718
+5,930
| +76% | +$259K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $324K | Buy |
7,788
+3,174
| +69% | +$132K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $193K | Buy |
4,614
+1,227
| +36% | +$51.2K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $144K | Buy |
3,387
+2,421
| +251% | +$103K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $38K | Buy |
+966
| New | +$38K | ﹤0.01% | 1348 |
|
|
2023
Q3 | – | Sell |
-1,773
| Closed | -$61.7K | – | 695 |
|
|
2023
Q2 | $61.7K | Buy |
+1,773
| New | +$61.7K | ﹤0.01% | 350 |
|