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 Q2	$2.04M	Sell	40,364 -42,450	-51%	-$2.12M	0.12%	191
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 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

Gateway Wealth Partners's EQL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its ALPS Equal Sector Weight ETF (EQL) stake by 51% in Q2 2026, selling an estimated $2.12M and leaving 40,364 shares worth $2.04M. The position accounts for 0.12% of the portfolio, ranked #191.

Gateway Wealth Partners first reported a position in EQL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.94M in Q1 2026. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Gateway Wealth Partners held 40,364 shares of ALPS Equal Sector Weight ETF worth $2.04M as of Q2 2026.
Gateway Wealth Partners sold 42,450 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $2.12M.
ALPS Equal Sector Weight ETF made up 0.12% of Gateway Wealth Partners's portfolio in Q2 2026, its #191 holding.
Gateway Wealth Partners first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's ALPS Equal Sector Weight ETF position peaked at $3.94M in Q1 2026.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.