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 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	$6.63K	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	+$5.37K	﹤0.01%	351

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EQL Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 156 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Atlantic Edge Private Wealth Management first reported a position in EQL in Q4 2023 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Atlantic Edge Private Wealth Management held 156 shares of ALPS Equal Sector Weight ETF worth $7.42K as of Q1 2026.
Atlantic Edge Private Wealth Management left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #427 holding.
Atlantic Edge Private Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2023 and has held it in 10 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.