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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
Q2 		$425K Buy
8,428
+60
+0.7% +$2.99K 0.14% 91
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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intrepid Financial Planning Group's EQL Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its ALPS Equal Sector Weight ETF (EQL) stake by 0.72% in Q2 2026, buying an estimated $2.99K and bringing the position to 8,428 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #91.

Intrepid Financial Planning Group first reported a position in EQL in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • Intrepid Financial Planning Group held 8,428 shares of ALPS Equal Sector Weight ETF worth $425K as of Q2 2026.
  • Intrepid Financial Planning Group bought 60 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $2.99K.
  • ALPS Equal Sector Weight ETF made up 0.14% of Intrepid Financial Planning Group's portfolio in Q2 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 4 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.