ZIG
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Zullo Investment Group’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-975
Closed -$31.1K – 307
2022
Q4 		$31.1K Hold
975
– – 0.02% 330
2022
Q3 		$29K Hold
975
– – 0.02% 337
2022
Q2 		$30K Sell
975
-225
-19% -$7.61K 0.02% 339
2022
Q1 		$43K Hold
1,200
– – 0.02% 317
2021
Q4 		$44K Buy
+1,200
New +$42.4K 0.02% 320

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Zullo Investment Group's EQL Position: Q1 2023 in Review

Zullo Investment Group sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2023, closing a stake of 975 shares — an estimated $31.1K sold.

Zullo Investment Group first reported a position in EQL in Q4 2021 and held it in 5 quarters. The position peaked at $44K in Q4 2021. 50 funds tracked by Wall St. Rank hold EQL as of Q1 2023.

  • Zullo Investment Group reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 975 ALPS Equal Sector Weight ETF shares in Q1 2023, an estimated $31.1K.
  • Zullo Investment Group first reported a position in ALPS Equal Sector Weight ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's ALPS Equal Sector Weight ETF position peaked at $44K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.