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Aveo Capital Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Aveo Capital Partners’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
Q2 		– Sell
-390,903
Closed -$5.39M – 59
2025
Q1 		$5.39M Buy
390,903
+261,093
+201% +$11.2M 0.9% 32
2024
Q4 		$5.42M Sell
129,810
-8,217
-6% -$353K 0.59% 47
2024
Q3 		$5.87M Sell
138,027
-10,080
-7% -$410K 0.62% 49
2024
Q2 		$5.82M Sell
148,107
-3,333
-2% -$130K 0.66% 45
2024
Q1 		$5.81M Sell
151,440
-219,381
-59% -$8.21M 0.63% 44
2023
Q4 		$13.5M Sell
370,821
-56,193
-13% -$1.93M 1.63% 11
2023
Q3 		$14.3M Sell
427,014
-4,611
-1% -$161K 1.88% 8
2023
Q2 		$15M Buy
431,625
+14,193
+3% +$475K 1.91% 9
2023
Q1 		$13.8M Sell
417,432
-8,157
-2% -$269K 1.85% 10
2022
Q4 		$13.6M Buy
425,589
+286,968
+207% +$9.15M 2.04% 8
2022
Q3 		$4.08M Buy
138,621
+10,374
+8% +$338K 0.7% 30
2022
Q2 		$4M Buy
128,247
+92,556
+259% +$3.13M 0.66% 37
2022
Q1 		$1.29M Sell
35,691
-1,011
-3% -$35.7K 0.23% 91
2021
Q4 		$1.34M Buy
36,702
+2,259
+7% +$79.8K 0.24% 88
2021
Q3 		$1.14M Buy
34,443
+1,533
+5% +$52.1K 0.24% 88
2021
Q2 		$1.1M Sell
32,910
-231
-0.7% -$7.59K 0.24% 89
2021
Q1 		$1.04M Buy
+33,141
New +$995K 0.26% 83
2020
Q4 		– Sell
-7,809
Closed -$201K – 89
2020
Q3 		$201K Buy
+7,809
New +$201K 0.07% 184

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aveo Capital Partners's EQL Position: Q2 2025 in Review

Aveo Capital Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2025, closing a stake of 390,903 shares — an estimated $5.39M sold.

Aveo Capital Partners first reported a position in EQL in Q3 2020 and held it in 18 quarters. The position peaked at $15M in Q2 2023. 54 funds tracked by Wall St. Rank hold EQL as of Q2 2025.

  • Aveo Capital Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 390,903 ALPS Equal Sector Weight ETF shares in Q2 2025, an estimated $5.39M.
  • Aveo Capital Partners first reported a position in ALPS Equal Sector Weight ETF in Q3 2020 and held it in 18 quarters.
  • Aveo Capital Partners's ALPS Equal Sector Weight ETF position peaked at $15M in Q2 2023.
  • 54 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.