Lee Financial’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Lee Financial’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 Q1	–	Sell	-543	Closed	-$14K	–	489
2019 Q4	$14K	Hold	543	–	–	﹤0.01%	297
2019 Q3	$14K	Hold	543	–	–	﹤0.01%	288
2019 Q2	$13K	Hold	543	–	–	﹤0.01%	315
2019 Q1	$13K	Hold	543	–	–	﹤0.01%	301
2018 Q4	$12K	Hold	543	–	–	﹤0.01%	262
2018 Q3	$13K	Hold	543	–	–	﹤0.01%	292
2018 Q2	$13K	Hold	543	–	–	﹤0.01%	428
2018 Q1	$12K	Buy	+543	New	+$12.6K	﹤0.01%	435

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

BWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SWP

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

RJA

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

Lee Financial's EQL Position: Q1 2020 in Review

Lee Financial sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2020, closing a stake of 543 shares — an estimated $14K sold.

Lee Financial first reported a position in EQL in Q1 2018 and held it in 8 quarters. The position peaked at $14K in Q4 2019. 25 funds tracked by Wall St. Rank hold EQL as of Q1 2020.

Lee Financial reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2020 after selling out during the quarter.
Lee Financial sold 543 ALPS Equal Sector Weight ETF shares in Q1 2020, an estimated $14K.
Lee Financial first reported a position in ALPS Equal Sector Weight ETF in Q1 2018 and held it in 8 quarters.
Lee Financial's ALPS Equal Sector Weight ETF position peaked at $14K in Q4 2019.
25 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.