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

Next Financial Group’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
Q3 		– Sell
-390
Closed -$8K – 1801
2017
Q2 		$8K Hold
390
– – ﹤0.01% 1393
2017
Q1 		$8K Hold
390
– – ﹤0.01% 1351
2016
Q4 		$8K Hold
390
– – ﹤0.01% 1729
2016
Q3 		$8K Buy
+390
New +$7.68K ﹤0.01% 1742

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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

Next Financial Group's EQL Position: Q3 2017 in Review

Next Financial Group sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2017, closing a stake of 390 shares — an estimated $8K sold.

Next Financial Group first reported a position in EQL in Q3 2016 and held it in 4 quarters. The position peaked at $8K in Q2 2017. 25 funds tracked by Wall St. Rank hold EQL as of Q3 2017.

  • Next Financial Group reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 390 ALPS Equal Sector Weight ETF shares in Q3 2017, an estimated $8K.
  • Next Financial Group first reported a position in ALPS Equal Sector Weight ETF in Q3 2016 and held it in 4 quarters.
  • Next Financial Group's ALPS Equal Sector Weight ETF position peaked at $8K in Q2 2017.
  • 25 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.