Golden State Equity Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Golden State Equity 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	$627K	Buy	+13,183	New	+$637K	0.05%	389

Other funds holding EQL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Golden State Equity Partners's EQL Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in ALPS Equal Sector Weight ETF (EQL) in Q1 2026: 13,183 shares worth $627K. The stake represents 0.05% of the portfolio and ranks #389 among its holdings.

64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Golden State Equity Partners held 13,183 shares of ALPS Equal Sector Weight ETF worth $627K as of Q1 2026.
ALPS Equal Sector Weight ETF was a new Golden State Equity Partners position in Q1 2026.
ALPS Equal Sector Weight ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #389 holding.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.