BOK Financial Private Wealth’s ALPS Equal Sector Weight ETF EQL Stock Holding History

BOK Financial Private Wealth’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	$57.1K	Hold	1,200	–	–	﹤0.01%	257
2025 Q4	$55.7K	Hold	1,200	–	–	﹤0.01%	273
2025 Q3	$55.2K	Hold	1,200	–	–	﹤0.01%	246
2025 Q2	$52.6K	Hold	1,200	–	–	﹤0.01%	246
2025 Q1	$50.4K	Hold	1,200	–	–	﹤0.01%	256
2024 Q4	$50.1K	Hold	1,200	–	–	﹤0.01%	260
2024 Q3	$51K	Hold	1,200	–	–	﹤0.01%	257
2024 Q2	$47.2K	Hold	1,200	–	–	﹤0.01%	260
2024 Q1	$47.2K	Hold	1,200	–	–	﹤0.01%	263
2023 Q4	$43.8K	Hold	1,200	–	–	﹤0.01%	258
2023 Q3	$40.1K	Hold	1,200	–	–	﹤0.01%	241
2023 Q2	$41.7K	Hold	1,200	–	–	﹤0.01%	234
2023 Q1	$39.8K	Buy	+1,200	New	+$39.5K	﹤0.01%	254

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

BOK Financial Private Wealth's EQL Position: Q1 2026 in Review

BOK Financial Private Wealth held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 1,200 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

BOK Financial Private Wealth first reported a position in EQL in Q1 2023 and has held it in 13 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

BOK Financial Private Wealth held 1,200 shares of ALPS Equal Sector Weight ETF worth $57.1K as of Q1 2026.
BOK Financial Private Wealth left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #257 holding.
BOK Financial Private Wealth first reported a position in ALPS Equal Sector Weight ETF in Q1 2023 and has held it in 13 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.