AssetMark Inc
EQL icon

AssetMark Inc’s ALPS Equal Sector Weight ETF EQL Stock Holding History

AssetMark Inc’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
2025
Q3 		– Sell
-400
Closed -$17.5K – 3211
2025
Q2 		$17.5K Buy
+400
New +$16.7K ﹤0.01% 1837

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Carson Wealth (CWM LLC)
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AssetMark Inc's EQL Position: Q3 2025 in Review

AssetMark Inc sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2025, closing a stake of 400 shares — an estimated $17.5K sold.

AssetMark Inc first reported a position in EQL in Q2 2025 and held it in 1 quarter. The position peaked at $17.5K in Q2 2025. 61 funds tracked by Wall St. Rank hold EQL as of Q3 2025.

  • AssetMark Inc reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2025 after selling out during the quarter.
  • AssetMark Inc sold 400 ALPS Equal Sector Weight ETF shares in Q3 2025, an estimated $17.5K.
  • AssetMark Inc first reported a position in ALPS Equal Sector Weight ETF in Q2 2025 and held it in 1 quarter.
  • AssetMark Inc's ALPS Equal Sector Weight ETF position peaked at $17.5K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.