ALPS ETF TR's ticker is EQL and the CUSIP is 00162Q205.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,970,000 | -10.1% | 29,604 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $3,305,000 | +262.8% | 31,672 | +246.2% | 0.00% | – |
| Q1 2023 | $911,000 | +59.0% | 9,149 | +52.8% | 0.00% | – |
| Q4 2022 | $573,000 | -57.8% | 5,988 | -61.1% | 0.00% | – |
| Q3 2022 | $1,358,000 | -42.0% | 15,399 | -38.4% | 0.00% | -100.0% |
| Q2 2022 | $2,341,000 | +30.6% | 25,009 | +51.8% | 0.00% | – |
| Q1 2022 | $1,792,000 | +22.7% | 16,473 | +23.4% | 0.00% | – |
| Q4 2021 | $1,461,000 | -2.5% | 13,344 | -11.5% | 0.00% | – |
| Q3 2021 | $1,499,000 | -7.2% | 15,080 | -6.6% | 0.00% | – |
| Q2 2021 | $1,616,000 | +125.4% | 16,143 | +111.5% | 0.00% | – |
| Q1 2021 | $717,000 | +177.9% | 7,632 | +155.0% | 0.00% | – |
| Q4 2020 | $258,000 | -1.9% | 2,993 | -12.3% | 0.00% | – |
| Q3 2020 | $263,000 | +26.4% | 3,413 | +19.2% | 0.00% | – |
| Q2 2020 | $208,000 | -20.9% | 2,863 | -32.9% | 0.00% | – |
| Q1 2020 | $263,000 | -42.5% | 4,269 | -25.2% | 0.00% | – |
| Q4 2019 | $457,000 | +21.2% | 5,708 | +14.3% | 0.00% | – |
| Q3 2019 | $377,000 | -19.3% | 4,992 | -20.5% | 0.00% | – |
| Q2 2019 | $467,000 | -6.4% | 6,281 | -9.2% | 0.00% | – |
| Q1 2019 | $499,000 | +8.7% | 6,917 | -3.8% | 0.00% | – |
| Q4 2018 | $459,000 | -23.0% | 7,187 | -12.0% | 0.00% | – |
| Q3 2018 | $596,000 | +13.7% | 8,169 | +8.6% | 0.00% | – |
| Q2 2018 | $524,000 | +6.1% | 7,520 | +3.1% | 0.00% | – |
| Q1 2018 | $494,000 | -11.9% | 7,294 | -9.6% | 0.00% | – |
| Q4 2017 | $561,000 | +12.7% | 8,071 | +7.0% | 0.00% | – |
| Q3 2017 | $498,000 | +1.2% | 7,546 | -1.6% | 0.00% | – |
| Q2 2017 | $492,000 | +187.7% | 7,671 | +183.1% | 0.00% | – |
| Q1 2017 | $171,000 | +418.2% | 2,710 | +397.2% | 0.00% | – |
| Q4 2016 | $33,000 | -83.9% | 545 | -84.3% | 0.00% | – |
| Q3 2016 | $205,000 | -87.2% | 3,473 | -87.5% | 0.00% | -100.0% |
| Q2 2016 | $1,602,000 | -23.5% | 27,740 | -25.7% | 0.00% | 0.0% |
| Q1 2016 | $2,093,000 | +354.0% | 37,331 | +343.5% | 0.00% | – |
| Q4 2015 | $461,000 | +45.4% | 8,418 | +37.6% | 0.00% | – |
| Q3 2015 | $317,000 | +1.0% | 6,118 | +9.4% | 0.00% | – |
| Q2 2015 | $314,000 | -2.8% | 5,590 | -1.5% | 0.00% | – |
| Q1 2015 | $323,000 | +308.9% | 5,675 | +305.4% | 0.00% | – |
| Q4 2014 | $79,000 | +2.6% | 1,400 | 0.0% | 0.00% | – |
| Q3 2014 | $77,000 | 0.0% | 1,400 | 0.0% | 0.00% | – |
| Q2 2014 | $77,000 | +5.5% | 1,400 | 0.0% | 0.00% | – |
| Q1 2014 | $73,000 | +58.7% | 1,400 | +55.6% | 0.00% | – |
| Q4 2013 | $46,000 | +411.1% | 900 | +350.0% | 0.00% | – |
| Q3 2013 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2013 | $9,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bruderman Asset Management, LLC | 3,000 | $326,000 | 0.49% |
| Insight Folios Inc | 5,596 | $608,000 | 0.27% |
| Aveo Capital Partners, LLC | 11,897 | $1,294,000 | 0.23% |
| GREAT VALLEY ADVISOR GROUP, INC. | 23,441 | $2,549,000 | 0.15% |
| SMITH, MOORE & CO. | 7,850 | $854,000 | 0.12% |
| Guidance Point Advisors, LLC | 1,958 | $212,000 | 0.08% |
| BRR OpCo, LLC | 3,500 | $381,000 | 0.04% |
| ROCKLAND TRUST CO | 3,460 | $376,000 | 0.02% |
| Zullo Investment Group, Inc. | 400 | $43,000 | 0.02% |
| Hudock, Inc. | 684 | $74,000 | 0.02% |