Wealth Effects
EQL icon

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

Wealth Effects’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
-6,360
Closed -$250K – 214
2024
Q1 		$250K Sell
6,360
-7,488
-54% -$280K 0.09% 174
2023
Q4 		$506K Buy
+13,848
New +$476K 0.19% 109

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
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
Aveo Capital Partners
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

Wealth Effects's EQL Position: Q2 2024 in Review

Wealth Effects sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2024, closing a stake of 6,360 shares — an estimated $250K sold.

Wealth Effects first reported a position in EQL in Q4 2023 and held it in 2 quarters. The position peaked at $506K in Q4 2023. 48 funds tracked by Wall St. Rank hold EQL as of Q2 2024.

  • Wealth Effects reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Effects sold 6,360 ALPS Equal Sector Weight ETF shares in Q2 2024, an estimated $250K.
  • Wealth Effects first reported a position in ALPS Equal Sector Weight ETF in Q4 2023 and held it in 2 quarters.
  • Wealth Effects's ALPS Equal Sector Weight ETF position peaked at $506K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2024.

Based on Wealth Effects's 13F filing for Q2 2024, filed 2 Aug 2024.