Jones Financial Companies’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Jones Financial Companies’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	$2.14M	Buy	45,762 +13,031	+40%	+$629K	﹤0.01%	1399
2025 Q4	$1.52M	Buy	32,731 +12,353	+61%	+$570K	﹤0.01%	1071
2025 Q3	$934K	Buy	20,378 +6,660	+49%	+$299K	﹤0.01%	1157
2025 Q2	$599K	Buy	13,718 +5,930	+76%	+$248K	﹤0.01%	1206
2025 Q1	$324K	Buy	7,788 +3,174	+69%	+$136K	﹤0.01%	1305
2024 Q4	$193K	Buy	4,614 +1,227	+36%	+$52.7K	﹤0.01%	1373
2024 Q3	$144K	Buy	3,387 +2,421	+251%	+$98.5K	﹤0.01%	1264
2024 Q2	$38K	Buy	+966	New	+$37.5K	﹤0.01%	1348
2023 Q3	–	Sell	-1,773	Closed	-$61.7K	–	695
2023 Q2	$61.7K	Buy	+1,773	New	+$59.4K	﹤0.01%	350

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies's EQL Position: Q1 2026 in Review

Jones Financial Companies increased its ALPS Equal Sector Weight ETF (EQL) stake by 40% in Q1 2026, buying an estimated $629K and bringing the position to 45,762 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Jones Financial Companies first reported a position in EQL in Q2 2023 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Jones Financial Companies held 45,762 shares of ALPS Equal Sector Weight ETF worth $2.14M as of Q1 2026.
Jones Financial Companies bought 13,031 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $629K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1399 holding.
Jones Financial Companies first reported a position in ALPS Equal Sector Weight ETF in Q2 2023 and has held it in 9 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.