Spire Wealth Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-318	Closed	-$10K	–	2507
2022 Q4	$10K	Hold	318	–	–	﹤0.01%	1601
2022 Q3	$9K	Hold	318	–	–	﹤0.01%	1589
2022 Q2	$10K	Sell	318 -4,680	-94%	-$158K	﹤0.01%	1909
2022 Q1	$181K	Buy	+4,998	New	+$176K	﹤0.01%	933

Other funds holding EQL

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

RJFSA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Spire Wealth Management's EQL Position: Q1 2023 in Review

Spire Wealth Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2023, closing a stake of 318 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in EQL in Q1 2022 and held it in 4 quarters. The position peaked at $181K in Q1 2022. 50 funds tracked by Wall St. Rank hold EQL as of Q1 2023.

Spire Wealth Management reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 318 ALPS Equal Sector Weight ETF shares in Q1 2023, an estimated $10K.
Spire Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2022 and held it in 4 quarters.
Spire Wealth Management's ALPS Equal Sector Weight ETF position peaked at $181K in Q1 2022.
50 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.