GVAG
EQL icon

Great Valley Advisor Group’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-59,217
Closed -$2.49M – 909
2025
Q1 		$2.49M Sell
59,217
-132
-0.2% -$5.64K 0.05% 274
2024
Q4 		$2.48M Sell
59,349
-2,277
-4% -$97.8K 0.06% 283
2024
Q3 		$2.62M Sell
61,626
-792
-1% -$32.2K 0.06% 271
2024
Q2 		$2.45M Sell
62,418
-351
-0.6% -$13.6K 0.07% 259
2024
Q1 		$2.47M Sell
62,769
-252
-0.4% -$9.43K 0.08% 240
2023
Q4 		$2.3M Sell
63,021
-4,335
-6% -$149K 0.08% 220
2023
Q3 		$2.25M Sell
67,356
-2,241
-3% -$78.3K 0.09% 205
2023
Q2 		$2.42M Sell
69,597
-264
-0.4% -$8.84K 0.1% 199
2023
Q1 		$2.32M Sell
69,861
-240
-0.3% -$7.9K 0.11% 196
2022
Q4 		$2.24M Hold
70,101
– – 0.11% 196
2022
Q3 		$2.06M Hold
70,101
– – 0.12% 187
2022
Q2 		$2.19M Sell
70,101
-222
-0.3% -$7.51K 0.12% 185
2022
Q1 		$2.55M Sell
70,323
-189
-0.3% -$6.67K 0.15% 169
2021
Q4 		$2.57M Sell
70,512
-24
-0% -$848 0.16% 152
2021
Q3 		$2.34M Sell
70,536
-147
-0.2% -$5K 0.16% 154
2021
Q2 		$2.36M Sell
70,683
-198
-0.3% -$6.51K 0.17% 147
2021
Q1 		$2.22M Sell
70,881
-492
-0.7% -$14.8K 0.21% 117
2020
Q4 		$2.05M Hold
71,373
– – 0.21% 103
2020
Q3 		$1.83M Buy
71,373
+58,743
+465% +$1.51M 0.23% 101
2020
Q2 		$307K Buy
+12,630
New +$294K 0.05% 309

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Great Valley Advisor Group's EQL Position: Q2 2025 in Review

Great Valley Advisor Group sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2025, closing a stake of 59,217 shares — an estimated $2.49M sold.

Great Valley Advisor Group first reported a position in EQL in Q2 2020 and held it in 20 quarters. The position peaked at $2.62M in Q3 2024. 54 funds tracked by Wall St. Rank hold EQL as of Q2 2025.

  • Great Valley Advisor Group reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 59,217 ALPS Equal Sector Weight ETF shares in Q2 2025, an estimated $2.49M.
  • Great Valley Advisor Group first reported a position in ALPS Equal Sector Weight ETF in Q2 2020 and held it in 20 quarters.
  • Great Valley Advisor Group's ALPS Equal Sector Weight ETF position peaked at $2.62M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.