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AE Wealth Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

AE Wealth Management’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
2026
Q1 		$519K Sell
10,918
-576
-5% -$27.8K ﹤0.01% 1094
2025
Q4 		$533K Buy
11,494
+176
+2% +$8.12K ﹤0.01% 1027
2025
Q3 		$521K Buy
11,318
+2,353
+26% +$106K ﹤0.01% 959
2025
Q2 		$393K Buy
8,965
+7,111
+384% +$297K ﹤0.01% 1013
2025
Q1 		$77.8K Buy
+1,854
New +$79.2K ﹤0.01% 1501

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AE Wealth Management's EQL Position: Q1 2026 in Review

AE Wealth Management reduced its ALPS Equal Sector Weight ETF (EQL) stake by 5% in Q1 2026, selling an estimated $27.8K and leaving 10,918 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

AE Wealth Management first reported a position in EQL in Q1 2025 and has held it in 5 quarters since. The position peaked at $533K in Q4 2025. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • AE Wealth Management held 10,918 shares of ALPS Equal Sector Weight ETF worth $519K as of Q1 2026.
  • AE Wealth Management sold 576 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $27.8K.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1094 holding.
  • AE Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2025 and has held it in 5 quarters since.
  • AE Wealth Management's ALPS Equal Sector Weight ETF position peaked at $533K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.