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 $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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.