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Intrepid Financial Planning Group’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Intrepid Financial Planning 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
2026
Q1 		$398K Buy
8,368
+1,411
+20% +$68.1K 0.16% 91
2025
Q4 		$323K Buy
6,957
+2,112
+44% +$97.4K 0.12% 96
2025
Q3 		$223K Buy
+4,845
New +$218K 0.09% 110

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

Intrepid Financial Planning Group's EQL Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its ALPS Equal Sector Weight ETF (EQL) stake by 20% in Q1 2026, buying an estimated $68.1K and bringing the position to 8,368 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #91.

Intrepid Financial Planning Group first reported a position in EQL in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Intrepid Financial Planning Group held 8,368 shares of ALPS Equal Sector Weight ETF worth $398K as of Q1 2026.
  • Intrepid Financial Planning Group bought 1,411 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $68.1K.
  • ALPS Equal Sector Weight ETF made up 0.16% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #91 holding.
  • Intrepid Financial Planning Group first reported a position in ALPS Equal Sector Weight ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.