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Hopwood Financial Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Hopwood Financial Services’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 		– Sell
-300
Closed -$13.8K – 145
2025
Q3 		$13.8K Buy
+300
New +$13.5K 0.01% 236

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hopwood Financial Services's EQL Position: Q4 2025 in Review

Hopwood Financial Services sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2025, closing a stake of 300 shares — an estimated $13.8K sold.

Hopwood Financial Services first reported a position in EQL in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q4 2025.

  • Hopwood Financial Services reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 300 ALPS Equal Sector Weight ETF shares in Q4 2025, an estimated $13.8K.
  • Hopwood Financial Services first reported a position in ALPS Equal Sector Weight ETF in Q3 2025 and held it in 1 quarter.
  • Hopwood Financial Services's ALPS Equal Sector Weight ETF position peaked at $13.8K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.