Cetera Investment Advisers
EQL icon

Cetera Investment Advisers’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Cetera Investment Advisers’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 		$8.28M Sell
174,009
-16,947
-9% -$818K 0.01% 1175
2025
Q4 		$8.86M Sell
190,956
-45,718
-19% -$2.11M 0.01% 1103
2025
Q3 		$10.9M Sell
236,674
-1,435
-0.6% -$64.5K 0.01% 936
2025
Q2 		$10.4M Sell
238,109
-1,528
-0.6% -$63.9K 0.02% 806
2025
Q1 		$10.1M Buy
239,637
+12,132
+5% +$518K 0.02% 767
2024
Q4 		$9.5M Buy
227,505
+13,644
+6% +$586K 0.02% 725
2024
Q3 		$9.09M Buy
213,861
+14,850
+7% +$604K 0.02% 743
2024
Q2 		$7.82M Buy
199,011
+158,661
+393% +$6.16M 0.02% 777
2024
Q1 		$1.59M Buy
+40,350
New +$1.51M ﹤0.01% 1728

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 $431B 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return