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Realta Investment Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-75
Closed -$2.61K – 515
2023
Q3 		$2.61K Hold
75
– – ﹤0.01% 754
2023
Q2 		$2.61K Buy
+75
New +$2.51K ﹤0.01% 804
2023
Q1 		– Sell
-75
Closed -$2.39K – 517
2022
Q4 		$2.39K Buy
+75
New +$2.39K ﹤0.01% 811

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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Realta Investment Advisors's EQL Position: Q4 2023 in Review

Realta Investment Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2023, closing a stake of 75 shares — an estimated $2.61K sold.

Realta Investment Advisors first reported a position in EQL in Q4 2022 and held it in 3 quarters. The position peaked at $2.61K in Q3 2023. 47 funds tracked by Wall St. Rank hold EQL as of Q4 2023.

  • Realta Investment Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 75 ALPS Equal Sector Weight ETF shares in Q4 2023, an estimated $2.61K.
  • Realta Investment Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and held it in 3 quarters.
  • Realta Investment Advisors's ALPS Equal Sector Weight ETF position peaked at $2.61K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.