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

CreativeOne 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	$1.33M	Buy	26,426 +1,101	+4%	+$54.9K	0.03%	478
2026 Q1	$1.2M	Buy	25,325 +830	+3%	+$40.1K	0.03%	506
2025 Q4	$1.14M	Sell	24,495 -554	-2%	-$25.6K	0.03%	504
2025 Q3	$1.15M	Sell	25,049 -924	-4%	-$41.5K	0.03%	491
2025 Q2	$1.14M	Buy	25,973 +635	+3%	+$26.6K	0.03%	494
2025 Q1	$1.06M	Buy	25,338 +3,393	+15%	+$145K	0.03%	465
2024 Q4	$916K	Buy	21,945 +3,978	+22%	+$171K	0.03%	498
2024 Q3	$764K	Buy	+17,967	New	+$731K	0.03%	506

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

CreativeOne Wealth's EQL Position: Q2 2026 in Review

CreativeOne Wealth increased its ALPS Equal Sector Weight ETF (EQL) stake by 4.3% in Q2 2026, buying an estimated $54.9K and bringing the position to 26,426 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #478.

CreativeOne Wealth first reported a position in EQL in Q3 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

CreativeOne Wealth held 26,426 shares of ALPS Equal Sector Weight ETF worth $1.33M as of Q2 2026.
CreativeOne Wealth bought 1,101 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $54.9K.
ALPS Equal Sector Weight ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #478 holding.
CreativeOne Wealth first reported a position in ALPS Equal Sector Weight ETF in Q3 2024 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.