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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
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
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 $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CreativeOne Wealth's EQL Position: Q1 2026 in Review

CreativeOne Wealth increased its ALPS Equal Sector Weight ETF (EQL) stake by 3.4% in Q1 2026, buying an estimated $40.1K and bringing the position to 25,325 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #506.

CreativeOne Wealth first reported a position in EQL in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • CreativeOne Wealth held 25,325 shares of ALPS Equal Sector Weight ETF worth $1.2M as of Q1 2026.
  • CreativeOne Wealth bought 830 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $40.1K.
  • ALPS Equal Sector Weight ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #506 holding.
  • CreativeOne Wealth first reported a position in ALPS Equal Sector Weight ETF in Q3 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

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