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

Blue Trust 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
-867
Closed -$38K – 2598
2025
Q2 		$38K Buy
+867
New +$36.3K ﹤0.01% 1514

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Ameriprise
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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $71.6B AUM 21.08% 1-Year Est. Return

Blue Trust Inc's EQL Position: Q3 2025 in Review

Blue Trust Inc sold out of ALPS Equal Sector Weight ETF (EQL) in Q3 2025, closing a stake of 867 shares — an estimated $38K sold.

Blue Trust Inc first reported a position in EQL in Q2 2025 and held it in 1 quarter. The position peaked at $38K in Q2 2025. 61 funds tracked by Wall St. Rank hold EQL as of Q3 2025.

  • Blue Trust Inc reported no remaining ALPS Equal Sector Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 867 ALPS Equal Sector Weight ETF shares in Q3 2025, an estimated $38K.
  • Blue Trust Inc first reported a position in ALPS Equal Sector Weight ETF in Q2 2025 and held it in 1 quarter.
  • Blue Trust Inc's ALPS Equal Sector Weight ETF position peaked at $38K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.