BostonPremier Wealth’s ALPS Equal Sector Weight ETF EQL Stock Holding History

BostonPremier 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 Q3	$315K	Sell	6,283 -278	-4%	-$14.3K	0.13%	54
2026 Q2	$331K	Sell	6,561 -50	-0.8%	-$2.49K	0.14%	53
2026 Q1	$314K	Buy	6,611 +324	+5%	+$15.6K	0.16%	49
2025 Q4	$292K	Sell	6,287 -334	-5%	-$15.4K	0.15%	53
2025 Q3	$305K	Buy	6,621 +29	+0.4%	+$1.3K	0.15%	49
2025 Q2	$289K	Buy	6,592 +28	+0.4%	+$1.17K	0.16%	48
2025 Q1	$276K	Buy	6,564 +27	+0.4%	+$1.15K	0.17%	41
2024 Q4	$273K	Buy	+6,537	New	+$281K	0.17%	42

Other funds holding EQL

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

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

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 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

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BostonPremier Wealth's EQL Position: Q3 2026 in Review

BostonPremier Wealth reduced its ALPS Equal Sector Weight ETF (EQL) stake by 4.2% in Q3 2026, selling an estimated $14.3K and leaving 6,283 shares worth $315K. The position accounts for 0.13% of the portfolio, ranked #54.

BostonPremier Wealth first reported a position in EQL in Q4 2024 and has held it in 8 quarters since. The position peaked at $331K in Q2 2026. 11 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

BostonPremier Wealth held 6,283 shares of ALPS Equal Sector Weight ETF worth $315K as of Q3 2026.
BostonPremier Wealth sold 278 ALPS Equal Sector Weight ETF shares in Q3 2026, an estimated $14.3K.
ALPS Equal Sector Weight ETF made up 0.13% of BostonPremier Wealth's portfolio in Q3 2026, its #54 holding.
BostonPremier Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's ALPS Equal Sector Weight ETF position peaked at $331K in Q2 2026.
11 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.