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Raymond James Financial Services Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$19.7M Buy
462,777
+16,554
+4% +$674K 0.03% 558
2024
Q2 		$17.5M Buy
446,223
+17,583
+4% +$683K 0.02% 565
2024
Q1 		$16.9M Sell
428,640
-9,999
-2% -$374K 0.03% 583
2023
Q4 		$16M Buy
438,639
+88,065
+25% +$3.03M 0.03% 569
2023
Q3 		$11.7M Buy
350,574
+20,292
+6% +$709K 0.02% 645
2023
Q2 		$11.5M Buy
330,282
+54,453
+20% +$1.82M 0.02% 657
2023
Q1 		$9.15M Buy
275,829
+96,942
+54% +$3.19M 0.02% 735
2022
Q4 		$5.71M Buy
178,887
+128,307
+254% +$4.09M 0.01% 897
2022
Q3 		$1.49M Buy
50,580
+1,638
+3% +$53.4K ﹤0.01% 1592
2022
Q2 		$1.53M Buy
48,942
+5,703
+13% +$193K ﹤0.01% 1596
2022
Q1 		$1.57M Buy
43,239
+5,646
+15% +$199K ﹤0.01% 1663
2021
Q4 		$1.37M Buy
37,593
+432
+1% +$15.3K ﹤0.01% 1769
2021
Q3 		$1.23M Sell
37,161
-1,074
-3% -$36.5K ﹤0.01% 1817
2021
Q2 		$1.28M Sell
38,235
-81
-0.2% -$2.66K ﹤0.01% 1771
2021
Q1 		$1.2M Buy
38,316
+786
+2% +$23.6K ﹤0.01% 1721
2020
Q4 		$1.08M Buy
37,530
+4,554
+14% +$125K ﹤0.01% 1649
2020
Q3 		$848K Buy
32,976
+1,956
+6% +$50.3K ﹤0.01% 1651
2020
Q2 		$753K Buy
31,020
+17,274
+126% +$402K ﹤0.01% 1666
2020
Q1 		$282K Sell
13,746
-9,015
-40% -$225K ﹤0.01% 1886
2019
Q4 		$607K Buy
22,761
+1,866
+9% +$48K ﹤0.01% 1839
2019
Q3 		$527K Buy
20,895
+2,466
+13% +$61.6K ﹤0.01% 1872
2019
Q2 		$457K Buy
18,429
+339
+2% +$8.27K ﹤0.01% 1988
2019
Q1 		$435K Buy
18,090
+3,327
+23% +$77K ﹤0.01% 1980
2018
Q4 		$314K Buy
14,763
+348
+2% +$7.96K ﹤0.01% 1963
2018
Q3 		$350K Buy
14,415
+9
+0.1% +$216 ﹤0.01% 2168
2018
Q2 		$335K Sell
14,406
-657
-4% -$15.1K ﹤0.01% 2162
2018
Q1 		$340K Buy
15,063
+672
+5% +$15.6K ﹤0.01% 1961
2017
Q4 		$334K Buy
14,391
+612
+4% +$13.9K ﹤0.01% 1961
2017
Q3 		$303K Buy
13,779
+552
+4% +$12K ﹤0.01% 2017
2017
Q2 		$283K Buy
13,227
+9
+0.1% +$191 ﹤0.01% 2016
2017
Q1 		$278K Buy
13,218
+1,626
+14% +$33.7K ﹤0.01% 1941
2016
Q4 		$232K Sell
11,592
-660
-5% -$13K ﹤0.01% 1969
2016
Q3 		$241K Hold
12,252
– – ﹤0.01% 1924
2016
Q2 		$236K Sell
12,252
-2,211
-15% -$42K ﹤0.01% 1879
2016
Q1 		$270K Buy
+14,463
New +$255K ﹤0.01% 1609

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Raymond James Financial Services Advisors's EQL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its ALPS Equal Sector Weight ETF (EQL) stake by 3.7% in Q3 2024, buying an estimated $674K and bringing the position to 462,777 shares worth $19.7M. The position accounts for 0.03% of the portfolio, ranked #558.

Raymond James Financial Services Advisors first reported a position in EQL in Q1 2016 and has held it in 35 quarters since. 52 funds tracked by Wall St. Rank hold EQL as of Q3 2024.

  • Raymond James Financial Services Advisors held 462,777 shares of ALPS Equal Sector Weight ETF worth $19.7M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 16,554 ALPS Equal Sector Weight ETF shares in Q3 2024, an estimated $674K.
  • ALPS Equal Sector Weight ETF made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #558 holding.
  • Raymond James Financial Services Advisors first reported a position in ALPS Equal Sector Weight ETF in Q1 2016 and has held it in 35 quarters since.
  • 52 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.