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Orion Portfolio Solutions’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-711
Closed -$17K – 902
2020
Q2 		$17K Hold
711
– – ﹤0.01% 999
2020
Q1 		$15K Buy
+711
New +$17.7K ﹤0.01% 931

Other funds holding EQL

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's EQL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2020, closing a stake of 711 shares — an estimated $17K sold.

Orion Portfolio Solutions first reported a position in EQL in Q1 2020 and held it in 2 quarters. The position peaked at $17K in Q2 2020. 24 funds tracked by Wall St. Rank hold EQL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 711 ALPS Equal Sector Weight ETF shares in Q3 2020, an estimated $17K.
  • Orion Portfolio Solutions first reported a position in ALPS Equal Sector Weight ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's ALPS Equal Sector Weight ETF position peaked at $17K in Q2 2020.
  • 24 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.