Carson Wealth (CWM LLC)
EQL icon

Carson Wealth (CWM LLC)’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.97M Sell
83,400
-26,921
-24% -$1.3M 0.01% 910
2025
Q4 		$5.12M Sell
110,321
-7,059
-6% -$326K 0.01% 761
2025
Q3 		$5.4M Buy
+117,380
New +$5.27M 0.02% 679
2023
Q1 		– Sell
-111
Closed -$4K – 4130
2022
Q4 		$4K Buy
+111
New +$3.54K ﹤0.01% 3283

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EQL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ALPS Equal Sector Weight ETF (EQL) stake by 24% in Q1 2026, selling an estimated $1.3M and leaving 83,400 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #910.

Carson Wealth (CWM LLC) first reported a position in EQL in Q4 2022 and has held it in 4 quarters since. The position peaked at $5.4M in Q3 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,400 shares of ALPS Equal Sector Weight ETF worth $3.97M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26,921 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $1.3M.
  • ALPS Equal Sector Weight ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #910 holding.
  • Carson Wealth (CWM LLC) first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s ALPS Equal Sector Weight ETF position peaked at $5.4M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.