Pinnacle Financial Partners (Tennessee)’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Pinnacle Financial Partners (Tennessee)’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	-420	Closed	-$13K	–	542
2022 Q2	$13K	Hold	420	–	–	﹤0.01%	403
2022 Q1	$15K	Hold	420	–	–	﹤0.01%	413
2021 Q4	$15K	Sell	420 -135	-24%	-$4.77K	﹤0.01%	451
2021 Q3	$18K	Hold	555	–	–	﹤0.01%	443
2021 Q2	$19K	Hold	555	–	–	﹤0.01%	444
2021 Q1	$16K	Hold	555	–	–	﹤0.01%	400
2020 Q4	$14K	Hold	555	–	–	﹤0.01%	401
2020 Q3	$14K	Hold	555	–	–	﹤0.01%	395
2020 Q2	$13K	Hold	555	–	–	﹤0.01%	383
2020 Q1	$11K	Hold	555	–	–	﹤0.01%	384
2019 Q4	$15K	Buy	+555	New	+$14.3K	﹤0.01%	419
2019 Q2	–	Sell	-555	Closed	-$13K	–	390
2019 Q1	$13K	Buy	+555	New	+$12.8K	﹤0.01%	395
2018 Q4	–	Sell	-555	Closed	-$13K	–	347
2018 Q3	$13K	Hold	555	–	–	﹤0.01%	402
2018 Q2	$13K	Hold	555	–	–	﹤0.01%	373
2018 Q1	$13K	Buy	+555	New	+$12.9K	﹤0.01%	379

Other funds holding EQL

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s EQL Position: Q3 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2022, closing a stake of 420 shares — an estimated $13K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in EQL in Q1 2018 and held it in 15 quarters. The position peaked at $19K in Q2 2021. 36 funds tracked by Wall St. Rank hold EQL as of Q3 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 420 ALPS Equal Sector Weight ETF shares in Q3 2022, an estimated $13K.
Pinnacle Financial Partners (Tennessee) first reported a position in ALPS Equal Sector Weight ETF in Q1 2018 and held it in 15 quarters.
Pinnacle Financial Partners (Tennessee)'s ALPS Equal Sector Weight ETF position peaked at $19K in Q2 2021.
36 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2022, filed 31 Oct 2022.