Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / EQUAL SEC ETF
-
Total 13F shares
-
1,236,362
-
Share change
-
-418,467
-
Total reported value
-
$145,731,476
-
Price per share
-
$117.99
-
Number of holders
-
46
-
Value change
-
-$47,149,108
-
Number of buys
-
19
-
Number of sells
-
26
Institutional Holders of ALPS ETF TR - EQUAL SEC ETF (EQL) as of Q1 2024
As of 31 Mar 2024,
ALPS ETF TR - EQUAL SEC ETF (EQL) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,236,362 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Raymond James Financial Services Advisors, Inc., RAYMOND JAMES & ASSOCIATES, UBS Group AG, Aveo Capital Partners, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Gateway Wealth Partners, LLC, and JPMORGAN CHASE & CO.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.