Global Retirement Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Global Retirement 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
2025 Q4	$11.4K	Sell	246 -29	-11%	-$1.34K	﹤0.01%	3104
2025 Q3	$12.7K	Sell	275 -14	-5%	-$629	﹤0.01%	2600
2025 Q2	$12.7K	Buy	+289	New	+$12.1K	﹤0.01%	2491
2024 Q4	$7.36K	Buy	177 +39	+28%	+$1.68K	﹤0.01%	2514
2024 Q3	$5.93K	Buy	138 +33	+31%	+$1.34K	﹤0.01%	2494
2024 Q2	$4.16K	Hold	105	–	–	﹤0.01%	2691
2024 Q1	$4.15K	Buy	+105	New	+$3.93K	﹤0.01%	2475

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's EQL Position: Q4 2025 in Review

Global Retirement Partners reduced its ALPS Equal Sector Weight ETF (EQL) stake by 11% in Q4 2025, selling an estimated $1.34K and leaving 246 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

Global Retirement Partners first reported a position in EQL in Q1 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q2 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q4 2025.

Global Retirement Partners held 246 shares of ALPS Equal Sector Weight ETF worth $11.4K as of Q4 2025.
Global Retirement Partners sold 29 ALPS Equal Sector Weight ETF shares in Q4 2025, an estimated $1.34K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3104 holding.
Global Retirement Partners first reported a position in ALPS Equal Sector Weight ETF in Q1 2024 and has held it in 7 quarters since.
Global Retirement Partners's ALPS Equal Sector Weight ETF position peaked at $12.7K in Q2 2025.
65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.