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

GeoWealth 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
2025
Q1 		– Sell
-1,962
Closed -$81.9K – 1278
2024
Q4 		$81.9K Buy
+1,962
New +$84.3K ﹤0.01% 1021

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's EQL Position: Q1 2025 in Review

GeoWealth Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2025, closing a stake of 1,962 shares — an estimated $81.9K sold.

GeoWealth Management first reported a position in EQL in Q4 2024 and held it in 1 quarter. The position peaked at $81.9K in Q4 2024. 56 funds tracked by Wall St. Rank hold EQL as of Q1 2025.

  • GeoWealth Management reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,962 ALPS Equal Sector Weight ETF shares in Q1 2025, an estimated $81.9K.
  • GeoWealth Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's ALPS Equal Sector Weight ETF position peaked at $81.9K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.