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Gateway Wealth Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Gateway Wealth Partners’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 		$3.94M Buy
82,814
+35,826
+76% +$1.73M 0.15% 158
2025
Q4 		$2.18M Sell
46,988
-538
-1% -$24.8K 0.24% 114
2025
Q3 		$2.19M Sell
47,526
-7,143
-13% -$321K 0.3% 91
2025
Q2 		$2.4M Sell
54,669
-8,244
-13% -$345K 0.45% 61
2025
Q1 		$2.64M Sell
62,913
-4,728
-7% -$202K 0.59% 49
2024
Q4 		$2.82M Sell
67,641
-1,296
-2% -$55.7K 0.73% 38
2024
Q3 		$2.93M Buy
68,937
+6,210
+10% +$253K 0.81% 34
2024
Q2 		$2.46M Sell
62,727
-3,837
-6% -$149K 0.74% 34
2024
Q1 		$2.62M Sell
66,564
-4,761
-7% -$178K 0.94% 27
2023
Q4 		$2.6M Sell
71,325
-3,081
-4% -$106K 1.05% 22
2023
Q3 		$2.49M Buy
74,406
+636
+0.9% +$22.2K 0.45% 49
2023
Q2 		$2.57M Buy
73,770
+3,285
+5% +$110K 0.46% 48
2023
Q1 		$2.34M Sell
70,485
-855
-1% -$28.1K 0.36% 50
2022
Q4 		$2.28M Buy
+71,340
New +$2.27M 0.39% 43

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

Gateway Wealth Partners's EQL Position: Q1 2026 in Review

Gateway Wealth Partners increased its ALPS Equal Sector Weight ETF (EQL) stake by 76% in Q1 2026, buying an estimated $1.73M and bringing the position to 82,814 shares worth $3.94M. The position accounts for 0.15% of the portfolio, ranked #158.

Gateway Wealth Partners first reported a position in EQL in Q4 2022 and has held it in 14 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Gateway Wealth Partners held 82,814 shares of ALPS Equal Sector Weight ETF worth $3.94M as of Q1 2026.
  • Gateway Wealth Partners bought 35,826 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $1.73M.
  • ALPS Equal Sector Weight ETF made up 0.15% of Gateway Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Gateway Wealth Partners first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 14 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.