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Caldwell Sutter Capital’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-420
Closed -$17.5K – 894
2024
Q4 		$17.5K Hold
420
– – 0.01% 495
2024
Q3 		$17.9K Hold
420
– – 0.01% 498
2024
Q2 		$16.5K Hold
420
– – 0.01% 505
2024
Q1 		$16.5K Hold
420
– – 0.01% 493
2023
Q4 		$15.3K Buy
+420
New +$14.4K 0.01% 496

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Caldwell Sutter Capital's EQL Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2025, closing a stake of 420 shares — an estimated $17.5K sold.

Caldwell Sutter Capital first reported a position in EQL in Q4 2023 and held it in 5 quarters. The position peaked at $17.9K in Q3 2024. 56 funds tracked by Wall St. Rank hold EQL as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 420 ALPS Equal Sector Weight ETF shares in Q1 2025, an estimated $17.5K.
  • Caldwell Sutter Capital first reported a position in ALPS Equal Sector Weight ETF in Q4 2023 and held it in 5 quarters.
  • Caldwell Sutter Capital's ALPS Equal Sector Weight ETF position peaked at $17.9K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.