Wealthcare Advisory Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Wealthcare Advisory 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
2020 Q2	–	Sell	-960	Closed	-$20K	–	620
2020 Q1	$20K	Hold	960	–	–	﹤0.01%	727
2019 Q4	$26K	Hold	960	–	–	﹤0.01%	688
2019 Q3	$24K	Sell	960 -147	-13%	-$3.67K	﹤0.01%	700
2019 Q2	$27K	Sell	1,107 -225	-17%	-$5.49K	﹤0.01%	646
2019 Q1	$32K	Hold	1,332	–	–	0.01%	556
2018 Q4	$28K	Sell	1,332 -1,707	-56%	-$39.1K	0.01%	557
2018 Q3	$74K	Buy	3,039 +378	+14%	+$9.09K	0.01%	387
2018 Q2	$62K	Buy	+2,661	New	+$61.1K	0.01%	423

Other funds holding EQL

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

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

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

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

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

SWP

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

RJFSA

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

Wealthcare Advisory Partners's EQL Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2020, closing a stake of 960 shares — an estimated $20K sold.

Wealthcare Advisory Partners first reported a position in EQL in Q2 2018 and held it in 8 quarters. The position peaked at $74K in Q3 2018. 27 funds tracked by Wall St. Rank hold EQL as of Q2 2020.

Wealthcare Advisory Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 960 ALPS Equal Sector Weight ETF shares in Q2 2020, an estimated $20K.
Wealthcare Advisory Partners first reported a position in ALPS Equal Sector Weight ETF in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's ALPS Equal Sector Weight ETF position peaked at $74K in Q3 2018.
27 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.