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Personal CFO Solutions’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Personal CFO 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
2023
Q2 		– Sell
-81,642
Closed -$2.71M – 482
2023
Q1 		$2.71M Buy
+81,642
New +$2.69M 0.56% 36

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal CFO Solutions's EQL Position: Q2 2023 in Review

Personal CFO Solutions sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2023, closing a stake of 81,642 shares — an estimated $2.71M sold.

Personal CFO Solutions first reported a position in EQL in Q1 2023 and held it in 1 quarter. The position peaked at $2.71M in Q1 2023. 45 funds tracked by Wall St. Rank hold EQL as of Q2 2023.

  • Personal CFO Solutions reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 81,642 ALPS Equal Sector Weight ETF shares in Q2 2023, an estimated $2.71M.
  • Personal CFO Solutions first reported a position in ALPS Equal Sector Weight ETF in Q1 2023 and held it in 1 quarter.
  • Personal CFO Solutions's ALPS Equal Sector Weight ETF position peaked at $2.71M in Q1 2023.
  • 45 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.