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

HB Wealth 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
2026
Q1 		– Sell
-6,483
Closed -$301K – 1564
2025
Q4 		$301K Hold
6,483
– – ﹤0.01% 1132
2025
Q3 		$298K Hold
6,483
– – ﹤0.01% 1072
2025
Q2 		$284K Buy
+6,483
New +$271K ﹤0.01% 965

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
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

HB Wealth Management's EQL Position: Q1 2026 in Review

HB Wealth Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2026, closing a stake of 6,483 shares — an estimated $301K sold.

HB Wealth Management first reported a position in EQL in Q2 2025 and held it in 3 quarters. The position peaked at $301K in Q4 2025. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • HB Wealth Management reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 6,483 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $301K.
  • HB Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q2 2025 and held it in 3 quarters.
  • HB Wealth Management's ALPS Equal Sector Weight ETF position peaked at $301K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.