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 $1.55T 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

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

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.