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

WealthPLAN 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
2023
Q3 		– Sell
-150
Closed -$5.22K – 546
2023
Q2 		$5.22K Hold
150
– – ﹤0.01% 901
2023
Q1 		$4.98K Buy
+150
New +$4.94K ﹤0.01% 1003
2016
Q3 		– Sell
-750
Closed -$14 – 993
2016
Q2 		$14 Buy
+750
New +$14.2K ﹤0.01% 2504
2015
Q4 		$136 Buy
+7,500
New +$138K ﹤0.01% 1629
2015
Q2 		$146K Sell
7,800
-58,827
-88% -$1.13M 0.06% 104
2015
Q1 		$1.26M Buy
+66,627
New +$1.26M 0.59% 37

Other funds holding EQL

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 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 $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return