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 Q2	$329K	Hold	6,525	–	–	﹤0.01%	2501
2026 Q1	$310K	Hold	6,525	–	–	﹤0.01%	2309
2025 Q4	$303K	Hold	6,525	–	–	﹤0.01%	2170
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 $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth's EQL Position: Q2 2026 in Review

Corient Private Wealth held its ALPS Equal Sector Weight ETF (EQL) position steady in Q2 2026 at 6,525 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Corient Private Wealth first reported a position in EQL in Q4 2022 and has held it in 12 quarters since. The position peaked at $383K in Q4 2023. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Corient Private Wealth held 6,525 shares of ALPS Equal Sector Weight ETF worth $329K as of Q2 2026.
Corient Private Wealth left its ALPS Equal Sector Weight ETF share count unchanged in Q2 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2501 holding.
Corient Private Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 12 quarters since.
Corient Private Wealth's ALPS Equal Sector Weight ETF position peaked at $383K in Q4 2023.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.