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

Corient 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	$310K	Sell	6,525 -4,566	-41%	-$220K	﹤0.01%	2309
2025 Q4	$514K	Buy	11,091 +4,566	+70%	+$211K	﹤0.01%	2293
2025 Q3	$300K	Hold	6,525	–	–	﹤0.01%	2111
2025 Q2	$286K	Hold	6,525	–	–	﹤0.01%	2019
2025 Q1	$274K	Hold	6,525	–	–	﹤0.01%	1902
2024 Q4	$272K	Buy	+6,525	New	+$280K	﹤0.01%	1949
2024 Q1	–	Sell	-10,500	Closed	-$383K	–	2303
2023 Q4	$383K	Hold	10,500	–	–	﹤0.01%	1750
2023 Q3	$351K	Hold	10,500	–	–	﹤0.01%	1671
2023 Q2	$365K	Hold	10,500	–	–	﹤0.01%	1612
2023 Q1	$348K	Hold	10,500	–	–	﹤0.01%	1535
2022 Q4	$335K	Buy	+10,500	New	+$335K	﹤0.01%	1295

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

Corient Private Wealth's EQL Position: Q1 2026 in Review

Corient Private Wealth reduced its ALPS Equal Sector Weight ETF (EQL) stake by 41% in Q1 2026, selling an estimated $220K and leaving 6,525 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Corient Private Wealth first reported a position in EQL in Q4 2022 and has held it in 11 quarters since. The position peaked at $514K in Q4 2025. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Corient Private Wealth held 6,525 shares of ALPS Equal Sector Weight ETF worth $310K as of Q1 2026.
Corient Private Wealth sold 4,566 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $220K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2309 holding.
Corient Private Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 11 quarters since.
Corient Private Wealth's ALPS Equal Sector Weight ETF position peaked at $514K in Q4 2025.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.