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

Kovack 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
2020 Q3	–	Sell	-8,898	Closed	-$216K	–	542
2020 Q2	$216K	Sell	8,898 -14,409	-62%	-$335K	0.04%	394
2020 Q1	$479K	Buy	23,307 +1,482	+7%	+$36.9K	0.11%	196
2019 Q4	$582K	Buy	21,825 +2,577	+13%	+$66.3K	0.1%	221
2019 Q3	$485K	Buy	19,248 +10,050	+109%	+$251K	0.1%	237
2019 Q2	$228K	Buy	+9,198	New	+$224K	0.05%	365

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

GVAG

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

RJA

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

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

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

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

RJFSA

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

Kovack Advisors's EQL Position: Q3 2020 in Review

Kovack Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2020, closing a stake of 8,898 shares — an estimated $216K sold.

Kovack Advisors first reported a position in EQL in Q2 2019 and held it in 5 quarters. The position peaked at $582K in Q4 2019. 24 funds tracked by Wall St. Rank hold EQL as of Q3 2020.

Kovack Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2020 after selling out during the quarter.
Kovack Advisors sold 8,898 ALPS Equal Sector Weight ETF shares in Q3 2020, an estimated $216K.
Kovack Advisors first reported a position in ALPS Equal Sector Weight ETF in Q2 2019 and held it in 5 quarters.
Kovack Advisors's ALPS Equal Sector Weight ETF position peaked at $582K in Q4 2019.
24 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2020.

Based on Kovack Advisors's 13F filing for Q3 2020, filed 2 Nov 2020.