Aveo Capital Partners, LLC Alps ETF Tr Equal Sector Weigh Transaction History

Aveo Capital Partners, LLC

$528 Million
Q1 2025

A detailed history of Aveo Capital Partners, LLC transactions in Alps ETF Tr Equal Sector Weigh stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 130,301 shares of EQL stock, worth $5.84 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

130,301

Previous 43,270 201.13%

Holding current value

$5.84 Million

Previous $5.42 Million 66.34%

% of portfolio

0.35%

Previous 0.63%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$14.0 - $132.02 $1.22 Million - $11.5 Million	87,031 Added 201.13%	130,301 $1.82 Million
Q4 2024 Jan 30, 2025	SELL	$125.0 - $133.2 $342,375 - $364,834	-2,739 Reduced 5.95%	43,270 $5.42 Million
Q3 2024 Nov 12, 2024	SELL	$116.03 - $127.58 $389,860 - $428,668	-3,360 Reduced 6.81%	46,009 $5.87 Million
Q2 2024 Aug 02, 2024	SELL	$112.65 - $118.95 $125,154 - $132,153	-1,111 Reduced 2.2%	49,369 $5.82 Million
Q1 2024 May 06, 2024	SELL	$107.45 - $117.99 $7.86 Million - $8.63 Million	-73,127 Reduced 59.16%	50,480 $5.96 Million
Q4 2023 Feb 06, 2024	SELL	$96.0 - $110.26 $1.8 Million - $2.07 Million	-18,731 Reduced 13.16%	123,607 $13.5 Million
Q3 2023 Nov 06, 2023	SELL	$100.26 - $107.63 $154,099 - $165,427	-1,537 Reduced 1.07%	142,338 $14.3 Million
Q2 2023 Aug 08, 2023	BUY	$97.95 - $104.36 $463,401 - $493,727	4,731 Added 3.4%	143,875 $15 Million
Q1 2023 May 03, 2023	SELL	$94.86 - $103.36 $257,924 - $281,035	-2,719 Reduced 1.92%	139,144 $13.8 Million
Q4 2022 Feb 03, 2023	BUY	$88.15 - $101.3 $8.43 Million - $9.69 Million	95,656 Added 207.02%	141,863 $13.6 Million
Q3 2022 Nov 09, 2022	BUY	$88.21 - $104.93 $305,030 - $362,847	3,458 Added 8.09%	46,207 $4.08 Million
Q2 2022 Aug 05, 2022	BUY	$91.12 - $109.86 $2.81 Million - $3.39 Million	30,852 Added 259.33%	42,749 $4 Million
Q1 2022 May 13, 2022	SELL	$100.93 - $110.5 $34,013 - $37,238	-337 Reduced 2.75%	11,897 $1.29 Million
Q4 2021 Feb 11, 2022	BUY	$100.05 - $109.63 $75,337 - $82,551	753 Added 6.56%	12,234 $1.34 Million
Q3 2021 Nov 12, 2021	BUY	$98.39 - $104.58 $50,277 - $53,440	511 Added 4.66%	11,481 $1.14 Million
Q2 2021 Aug 13, 2021	SELL	$94.66 - $100.87 $7,288 - $7,766	-77 Reduced 0.7%	10,970 $1.1 Million
Q1 2021 May 11, 2021	BUY	$84.93 - $94.18 $938,221 - $1.04 Million	11,047 New	11,047 $1.04 Million
Q4 2020 Feb 10, 2021	SELL	$75.14 - $86.35 $195,589 - $224,769	-2,603 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$72.83 - $81.71 $189,576 - $212,691	2,603 New	2,603 $201,000

Others Institutions Holding EQL

# of Institutions

Shares Held

6.26M

Call Options Held

Put Options Held

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About ALPS ETF TR EQUAL SECTOR WEIGH

Ticker EQL
Sector ETFs
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Aveo Capital Partners, LLC Alps ETF Tr Equal Sector Weigh Transaction History