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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
Q2 		– Sell
-13,183
Closed -$627K – 767
2026
Q1 		$627K Buy
+13,183
New +$637K 0.05% 389

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Equity Partners's EQL Position: Q2 2026 in Review

Golden State Equity Partners sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2026, closing a stake of 13,183 shares — an estimated $627K sold.

Golden State Equity Partners first reported a position in EQL in Q1 2026 and held it in 1 quarter. The position peaked at $627K in Q1 2026. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • Golden State Equity Partners reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 13,183 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $627K.
  • Golden State Equity Partners first reported a position in ALPS Equal Sector Weight ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's ALPS Equal Sector Weight ETF position peaked at $627K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.