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

Darwin Wealth Management’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
Q2 		– Sell
-963
Closed -$40.2K – 635
2025
Q1 		$40.2K Hold
963
– – 0.01% 244
2024
Q4 		$40.2K Buy
+963
New +$41.4K 0.01% 244

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Darwin Wealth Management's EQL Position: Q2 2025 in Review

Darwin Wealth Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2025, closing a stake of 963 shares — an estimated $40.2K sold.

Darwin Wealth Management first reported a position in EQL in Q4 2024 and held it in 2 quarters. The position peaked at $40.2K in Q1 2025. 54 funds tracked by Wall St. Rank hold EQL as of Q2 2025.

  • Darwin Wealth Management reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 963 ALPS Equal Sector Weight ETF shares in Q2 2025, an estimated $40.2K.
  • Darwin Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and held it in 2 quarters.
  • Darwin Wealth Management's ALPS Equal Sector Weight ETF position peaked at $40.2K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.