LBA Wealth Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

LBA Wealth Management’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
2017 Q1	$0	Hold	15	–	–	﹤0.01%	453
2016 Q4	$0	Hold	15	–	–	﹤0.01%	464
2016 Q3	$0	Hold	15	–	–	﹤0.01%	459
2016 Q2	$0	Hold	15	–	–	﹤0.01%	449
2016 Q1	$0	Hold	15	–	–	﹤0.01%	423
2015 Q4	$0	Hold	15	–	–	﹤0.01%	411
2015 Q3	$0	Hold	15	–	–	﹤0.01%	349
2015 Q2	$0	Hold	15	–	–	﹤0.01%	320
2015 Q1	$0	Hold	15	–	–	﹤0.01%	312
2014 Q4	$0	Hold	15	–	–	﹤0.01%	327
2014 Q3	$0	Hold	15	–	–	﹤0.01%	427
2014 Q2	$0	Sell	15 -882	-98%	-$15.6K	﹤0.01%	272
2014 Q1	$16K	Buy	+897	New	+$15.2K	0.01%	187

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LBA Wealth Management's EQL Position: Q1 2017 in Review

LBA Wealth Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2017 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #453.

LBA Wealth Management first reported a position in EQL in Q1 2014 and has held it in 13 quarters since. The position peaked at $16K in Q1 2014. 27 funds tracked by Wall St. Rank hold EQL as of Q1 2017.

LBA Wealth Management held 15 shares of ALPS Equal Sector Weight ETF worth $0 as of Q1 2017.
LBA Wealth Management left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2017.
ALPS Equal Sector Weight ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #453 holding.
LBA Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2014 and has held it in 13 quarters since.
LBA Wealth Management's ALPS Equal Sector Weight ETF position peaked at $16K in Q1 2014.
27 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.