Envestnet Asset Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Envestnet Asset 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
2026 Q2	$1.07M	Sell	21,130 -2,193	-9%	-$109K	﹤0.01%	3597
2026 Q1	$1.11M	Sell	23,323 -1,577	-6%	-$76.1K	﹤0.01%	3411
2025 Q4	$1.15M	Sell	24,900 -49	-0.2%	-$2.26K	﹤0.01%	3185
2025 Q3	$1.15M	Sell	24,949 -3,036	-11%	-$136K	﹤0.01%	3252
2025 Q2	$1.23M	Sell	27,985 -2,945	-10%	-$123K	﹤0.01%	3151
2025 Q1	$1.3M	Buy	30,930 +1,020	+3%	+$43.6K	﹤0.01%	3023
2024 Q4	$1.25M	Sell	29,910 -105	-0.3%	-$4.51K	﹤0.01%	3011
2024 Q3	$1.28M	Sell	30,015 -3,402	-10%	-$138K	﹤0.01%	2969
2024 Q2	$1.31M	Sell	33,417 -5,658	-14%	-$220K	﹤0.01%	2849
2024 Q1	$1.54M	Sell	39,075 -40,827	-51%	-$1.53M	﹤0.01%	2743
2023 Q4	$2.92M	Buy	79,902 +4,176	+6%	+$144K	﹤0.01%	2234
2023 Q3	$2.53M	Buy	75,726 +1,902	+3%	+$66.4K	﹤0.01%	2241
2023 Q2	$2.57M	Sell	73,824 -377,415	-84%	-$12.6M	﹤0.01%	2122
2023 Q1	$15M	Buy	+451,239	New	+$14.9M	0.01%	1042
2016 Q3	–	Sell	-23,220	Closed	-$447K	–	2946
2016 Q2	$447K	Sell	23,220 -1,386	-6%	-$26.3K	﹤0.01%	1700
2016 Q1	$460K	Sell	24,606 -507	-2%	-$8.95K	﹤0.01%	1682
2015 Q4	$458K	Sell	25,113 -168	-0.7%	-$3.1K	﹤0.01%	1640
2015 Q3	$437K	Buy	25,281 +1,104	+5%	+$20.2K	﹤0.01%	1663
2015 Q2	$453K	Sell	24,177 -66	-0.3%	-$1.27K	﹤0.01%	1767
2015 Q1	$459K	Buy	+24,243	New	+$460K	﹤0.01%	1593

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

Envestnet Asset Management's EQL Position: Q2 2026 in Review

Envestnet Asset Management reduced its ALPS Equal Sector Weight ETF (EQL) stake by 9.4% in Q2 2026, selling an estimated $109K and leaving 21,130 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

Envestnet Asset Management first reported a position in EQL in Q1 2015 and has held it in 20 quarters since. The position peaked at $15M in Q1 2023. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Envestnet Asset Management held 21,130 shares of ALPS Equal Sector Weight ETF worth $1.07M as of Q2 2026.
Envestnet Asset Management sold 2,193 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $109K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3597 holding.
Envestnet Asset Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2015 and has held it in 20 quarters since.
Envestnet Asset Management's ALPS Equal Sector Weight ETF position peaked at $15M in Q1 2023.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.