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Money Concepts Capital’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Money Concepts Capital’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
2022
Q3 		– Sell
-5,793
Closed -$183K – 1579
2022
Q2 		$183K Buy
5,793
+1,980
+52% +$67K 0.02% 435
2022
Q1 		$138K Buy
+3,813
New +$135K 0.01% 877

Other funds holding EQL

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's EQL Position: Q3 2022 in Review

Money Concepts Capital sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2022, closing a stake of 5,793 shares — an estimated $183K sold.

Money Concepts Capital first reported a position in EQL in Q1 2022 and held it in 2 quarters. The position peaked at $183K in Q2 2022. 36 funds tracked by Wall St. Rank hold EQL as of Q3 2022.

  • Money Concepts Capital reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2022 after selling out during the quarter.
  • Money Concepts Capital sold 5,793 ALPS Equal Sector Weight ETF shares in Q3 2022, an estimated $183K.
  • Money Concepts Capital first reported a position in ALPS Equal Sector Weight ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's ALPS Equal Sector Weight ETF position peaked at $183K in Q2 2022.
  • 36 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2022.

Based on Money Concepts Capital's 13F filing for Q3 2022, filed 27 Oct 2022.