Fidelity Investments
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Fidelity Investments’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Fidelity Investments’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 		$163K Buy
3,419
+460
+16% +$22.2K ﹤0.01% 3581
2025
Q4 		$137K Buy
2,959
+336
+13% +$15.5K ﹤0.01% 3599
2025
Q3 		$121K Buy
2,623
+136
+5% +$6.11K ﹤0.01% 3590
2025
Q2 		$109K Buy
2,487
+273
+12% +$11.4K ﹤0.01% 3571
2025
Q1 		$93K Sell
2,214
-1,734
-44% -$74.1K ﹤0.01% 3585
2024
Q4 		$165K Sell
3,948
-1,779
-31% -$76.4K ﹤0.01% 3349
2024
Q3 		$244K Sell
5,727
-1,050
-15% -$42.7K ﹤0.01% 3130
2024
Q2 		$266K Buy
6,777
+1,587
+31% +$61.7K ﹤0.01% 2940
2024
Q1 		$204K Sell
5,190
-3
-0.1% -$112 ﹤0.01% 3028
2023
Q4 		$190K Sell
5,193
-120
-2% -$4.13K ﹤0.01% 2972
2023
Q3 		$178K Buy
5,313
+123
+2% +$4.3K ﹤0.01% 2923
2023
Q2 		$181K Hold
5,190
– – ﹤0.01% 2982
2023
Q1 		$172K Hold
5,190
– – ﹤0.01% 3037
2022
Q4 		$166K Sell
5,190
-3
-0.1% -$96 ﹤0.01% 3062
2022
Q3 		$153K Sell
5,193
-276
-5% -$8.99K ﹤0.01% 3132
2022
Q2 		$171K Buy
5,469
+4,392
+408% +$149K ﹤0.01% 3162
2022
Q1 		$39K Buy
1,077
+477
+80% +$16.8K ﹤0.01% 3763
2021
Q4 		$22K Hold
600
– – ﹤0.01% 3433
2021
Q3 		$20K Hold
600
– – ﹤0.01% 3438
2021
Q2 		$20K Buy
+600
New +$19.7K ﹤0.01% 3376
2019
Q2 		– Sell
-9
Closed – – 3835
2019
Q1 		$0 Buy
+9
New +$208 ﹤0.01% 3736
2018
Q4 		– Sell
-3
Closed – – 3650
2018
Q3 		$0 Buy
+3
New +$72 ﹤0.01% 3578

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

Fidelity Investments's EQL Position: Q1 2026 in Review

Fidelity Investments increased its ALPS Equal Sector Weight ETF (EQL) stake by 16% in Q1 2026, buying an estimated $22.2K and bringing the position to 3,419 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

Fidelity Investments first reported a position in EQL in Q3 2018 and has held it in 22 quarters since. The position peaked at $266K in Q2 2024. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Fidelity Investments held 3,419 shares of ALPS Equal Sector Weight ETF worth $163K as of Q1 2026.
  • Fidelity Investments bought 460 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $22.2K.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3581 holding.
  • Fidelity Investments first reported a position in ALPS Equal Sector Weight ETF in Q3 2018 and has held it in 22 quarters since.
  • Fidelity Investments's ALPS Equal Sector Weight ETF position peaked at $266K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.