Crewe Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Crewe Advisors’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
2025 Q4	–	Sell	-1,800	Closed	-$82.9K	–	1105
2025 Q3	$82.9K	Hold	1,800	–	–	0.01%	319
2025 Q2	$78.9K	Hold	1,800	–	–	0.01%	245
2025 Q1	$75.6K	Hold	1,800	–	–	0.01%	228
2024 Q4	$75.2K	Hold	1,800	–	–	0.01%	241
2024 Q3	$76.5K	Hold	1,800	–	–	0.01%	254
2024 Q2	$70.7K	Hold	1,800	–	–	0.01%	315
2024 Q1	$70.8K	Hold	1,800	–	–	0.01%	321
2023 Q4	$65.7K	Hold	1,800	–	–	0.01%	117
2023 Q3	$60.2K	Hold	1,800	–	–	0.01%	125
2023 Q2	$62.6K	Hold	1,800	–	–	0.01%	252
2023 Q1	$59.7K	Hold	1,800	–	–	0.01%	291
2022 Q4	$57.4K	Hold	1,800	–	–	0.01%	293
2022 Q3	$53K	Buy	+1,800	New	+$58.6K	0.01%	312

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crewe Advisors's EQL Position: Q4 2025 in Review

Crewe Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2025, closing a stake of 1,800 shares — an estimated $82.9K sold.

Crewe Advisors first reported a position in EQL in Q3 2022 and held it in 13 quarters. The position peaked at $82.9K in Q3 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q4 2025.

Crewe Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2025 after selling out during the quarter.
Crewe Advisors sold 1,800 ALPS Equal Sector Weight ETF shares in Q4 2025, an estimated $82.9K.
Crewe Advisors first reported a position in ALPS Equal Sector Weight ETF in Q3 2022 and held it in 13 quarters.
Crewe Advisors's ALPS Equal Sector Weight ETF position peaked at $82.9K in Q3 2025.
65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.