Envestnet Asset Management
EQL icon

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
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
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

Envestnet Asset Management's EQL Position: Q1 2026 in Review

Envestnet Asset Management reduced its ALPS Equal Sector Weight ETF (EQL) stake by 6.3% in Q1 2026, selling an estimated $76.1K and leaving 23,323 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Envestnet Asset Management first reported a position in EQL in Q1 2015 and has held it in 19 quarters since. The position peaked at $15M in Q1 2023. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Envestnet Asset Management held 23,323 shares of ALPS Equal Sector Weight ETF worth $1.11M as of Q1 2026.
  • Envestnet Asset Management sold 1,577 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $76.1K.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3411 holding.
  • Envestnet Asset Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2015 and has held it in 19 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 Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.