Raymond James Trust’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Raymond James Trust’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	$213K	Buy	+5,010	New	+$204K	﹤0.01%	1221
2024 Q2	–	Sell	-5,184	Closed	-$204K	–	1272
2024 Q1	$204K	Buy	+5,184	New	+$194K	﹤0.01%	1185

Other funds holding EQL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Trust's EQL Position: Q3 2024 in Review

Raymond James Trust opened a new position in ALPS Equal Sector Weight ETF (EQL) in Q3 2024: 5,010 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Raymond James Trust previously reported a position in EQL as recently as Q1 2024.

Raymond James Trust first reported a position in EQL in Q1 2024 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold EQL as of Q3 2024.

Raymond James Trust held 5,010 shares of ALPS Equal Sector Weight ETF worth $213K as of Q3 2024.
ALPS Equal Sector Weight ETF was a new Raymond James Trust position in Q3 2024.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Raymond James Trust's portfolio in Q3 2024, its #1221 holding.
Raymond James Trust first reported a position in ALPS Equal Sector Weight ETF in Q1 2024 and has held it in 2 quarters since.
52 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.