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

Strategic 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
2019 Q4	–	Sell	-1,500	Closed	-$37	–	239
2019 Q3	$37	Hold	1,500	–	–	﹤0.01%	313
2019 Q2	$37K	Hold	1,500	–	–	0.02%	258
2019 Q1	$36K	Hold	1,500	–	–	0.02%	275
2018 Q4	$33K	Hold	1,500	–	–	0.02%	271
2018 Q3	$36K	Hold	1,500	–	–	0.02%	260
2018 Q2	$35K	Hold	1,500	–	–	0.02%	293
2018 Q1	$34K	Hold	1,500	–	–	0.02%	283
2017 Q4	$34K	Buy	+1,500	New	+$34K	0.02%	252

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

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

Strategic Wealth Partners's EQL Position: Q4 2019 in Review

Strategic Wealth Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2019, closing a stake of 1,500 shares — an estimated $37 sold.

Strategic Wealth Partners first reported a position in EQL in Q4 2017 and held it in 8 quarters. The position peaked at $37K in Q2 2019. 33 funds tracked by Wall St. Rank hold EQL as of Q4 2019.

Strategic Wealth Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,500 ALPS Equal Sector Weight ETF shares in Q4 2019, an estimated $37.
Strategic Wealth Partners first reported a position in ALPS Equal Sector Weight ETF in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's ALPS Equal Sector Weight ETF position peaked at $37K in Q2 2019.
33 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.