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Revolve Wealth Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Revolve Wealth Partners’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
Q2 		– Sell
-5,490
Closed -$216K – 184
2024
Q1 		$216K Buy
+5,490
New +$205K 0.04% 170

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Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Revolve Wealth Partners's EQL Position: Q2 2024 in Review

Revolve Wealth Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2024, closing a stake of 5,490 shares — an estimated $216K sold.

Revolve Wealth Partners first reported a position in EQL in Q1 2024 and held it in 1 quarter. The position peaked at $216K in Q1 2024. 48 funds tracked by Wall St. Rank hold EQL as of Q2 2024.

  • Revolve Wealth Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Revolve Wealth Partners sold 5,490 ALPS Equal Sector Weight ETF shares in Q2 2024, an estimated $216K.
  • Revolve Wealth Partners first reported a position in ALPS Equal Sector Weight ETF in Q1 2024 and held it in 1 quarter.
  • Revolve Wealth Partners's ALPS Equal Sector Weight ETF position peaked at $216K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2024.

Based on Revolve Wealth Partners's 13F filing for Q2 2024, filed 19 Jul 2024.