Atlantic Edge Private Wealth Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Atlantic Edge Private 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 Q3	$7.82K	Hold	156	–	–	﹤0.01%	452
2026 Q2	$7.87K	Hold	156	–	–	﹤0.01%	448
2026 Q1	$7.42K	Hold	156	–	–	﹤0.01%	427
2025 Q4	$7.24K	Hold	156	–	–	﹤0.01%	413
2025 Q3	$7.18K	Hold	156	–	–	﹤0.01%	400
2025 Q2	$6.84K	Hold	156	–	–	﹤0.01%	399
2025 Q1	$6.55K	Hold	156	–	–	﹤0.01%	384
2024 Q4	$6.51K	Hold	156	–	–	﹤0.01%	369
2024 Q3	$6.64K	Hold	156	–	–	﹤0.01%	370
2024 Q2	$6.13K	Hold	156	–	–	﹤0.01%	354
2024 Q1	$6.14K	Hold	156	–	–	﹤0.01%	365
2023 Q4	$5.7K	Buy	+156	New	+$5.36K	﹤0.01%	351

Other funds holding EQL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EQL Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q3 2026 at 156 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Atlantic Edge Private Wealth Management first reported a position in EQL in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.87K in Q2 2026. 29 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

Atlantic Edge Private Wealth Management held 156 shares of ALPS Equal Sector Weight ETF worth $7.82K as of Q3 2026.
Atlantic Edge Private Wealth Management left its ALPS Equal Sector Weight ETF share count unchanged in Q3 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #452 holding.
Atlantic Edge Private Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's ALPS Equal Sector Weight ETF position peaked at $7.87K in Q2 2026.
29 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.