Integrated Wealth Concepts’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Integrated Wealth Concepts’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	$15.9K	Buy	+315	New	+$15.7K	﹤0.01%	4256

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's EQL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ALPS Equal Sector Weight ETF (EQL) in Q2 2026: 315 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #4256 among its holdings.

64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Integrated Wealth Concepts held 315 shares of ALPS Equal Sector Weight ETF worth $15.9K as of Q2 2026.
ALPS Equal Sector Weight ETF was a new Integrated Wealth Concepts position in Q2 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4256 holding.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.