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Alps Etf Tr equal sec etf shares owned by Wealth Effects

Quarter-by-quarter ownership of Alps Etf Tr equal sec etf (EQL) shares owned by Wealth Effects from 13F filings

Historical chart of Wealth Effects investment in Alps Etf Tr equal sec etf

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All positions including Alps Etf Tr equal sec etf held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alps Etf Tr equal sec etf by Wealth Effects

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 2.1k 117.99
2023-12-31 $506k 4.6k 109.54

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Avadel Pharmaceuticals Sponsored Adr (AVDL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
The Trade Desk Com Cl A (TTD)
Arrowhead Pharmaceuticals (ARWR)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p500 Etf (IVV)
International Business Machines (IBM)
Chevron Corporation (CVX)

View all positions for Wealth Effects

Top funds holding Alps Etf Tr equal sec etf

Bank of America Corporation
Raymond James Financial Services Advisors
Aveo Capital Partners
Wells Fargo & Company
Raymond James & Associates
UBS Group
Advisor Group Holdings
Royal Bank of Canada
Great Valley Advisor Group
Jpmorgan Chase & Co
Goldman Sachs Group
Commonwealth Equity Services
Citadel Advisors
Virtu Financial
Stratos Wealth Partners

View all funds holding Alps Etf Tr equal sec etf