Joel Greenblatt’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Joel Greenblatt’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	$688K	Buy	13,631 +115	+0.9%	+$5.74K	﹤0.01%	1434
2026 Q1	$643K	Buy	13,516 +1,180	+10%	+$57K	﹤0.01%	1431
2025 Q4	$572K	Buy	12,336 +4,827	+64%	+$223K	﹤0.01%	1398
2025 Q3	$346K	Hold	7,509	–	–	﹤0.01%	1481
2025 Q2	$329K	Hold	7,509	–	–	﹤0.01%	1436
2025 Q1	$315K	Buy	+7,509	New	+$321K	﹤0.01%	1350

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

Joel Greenblatt's EQL Position: Q2 2026 in Review

Joel Greenblatt increased its ALPS Equal Sector Weight ETF (EQL) stake by 0.85% in Q2 2026, buying an estimated $5.74K and bringing the position to 13,631 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Joel Greenblatt first reported a position in EQL in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Joel Greenblatt held 13,631 shares of ALPS Equal Sector Weight ETF worth $688K as of Q2 2026.
Joel Greenblatt bought 115 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $5.74K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1434 holding.
Joel Greenblatt first reported a position in ALPS Equal Sector Weight ETF in Q1 2025 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.