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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's EQL Position: Q3 2023 in Review

WealthPLAN Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2023, closing a stake of 150 shares — an estimated $5.22K sold.

WealthPLAN Partners first reported a position in EQL in Q1 2015 and held it in 6 quarters. The position peaked at $1.26M in Q1 2015. 46 funds tracked by Wall St. Rank hold EQL as of Q3 2023.

WealthPLAN Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 150 ALPS Equal Sector Weight ETF shares in Q3 2023, an estimated $5.22K.
WealthPLAN Partners first reported a position in ALPS Equal Sector Weight ETF in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's ALPS Equal Sector Weight ETF position peaked at $1.26M in Q1 2015.
46 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.