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Personal Capital Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Personal Capital Advisors’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
2021
Q3 		– Sell
-8,658
Closed -$289K – 501
2021
Q2 		$289K Hold
8,658
– – ﹤0.01% 399
2021
Q1 		$271K Buy
+8,658
New +$260K ﹤0.01% 411

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal Capital Advisors's EQL Position: Q3 2021 in Review

Personal Capital Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2021, closing a stake of 8,658 shares — an estimated $289K sold.

Personal Capital Advisors first reported a position in EQL in Q1 2021 and held it in 2 quarters. The position peaked at $289K in Q2 2021. 32 funds tracked by Wall St. Rank hold EQL as of Q3 2021.

  • Personal Capital Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 8,658 ALPS Equal Sector Weight ETF shares in Q3 2021, an estimated $289K.
  • Personal Capital Advisors first reported a position in ALPS Equal Sector Weight ETF in Q1 2021 and held it in 2 quarters.
  • Personal Capital Advisors's ALPS Equal Sector Weight ETF position peaked at $289K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2021.

Based on Personal Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.