Kestra Advisory Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Kestra Advisory Services’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	$1.16M	Buy	22,919 +752	+3%	+$37.5K	﹤0.01%	1731
2026 Q1	$1.05M	Sell	22,167 -637	-3%	-$30.8K	﹤0.01%	1693
2025 Q4	$1.06M	Buy	22,804 +1,056	+5%	+$48.7K	﹤0.01%	1614
2025 Q3	$1M	Buy	21,748 +45	+0.2%	+$2.02K	﹤0.01%	1590
2025 Q2	$952K	Sell	21,703 -17,789	-45%	-$744K	﹤0.01%	1512
2025 Q1	$1.66M	Buy	39,492 +744	+2%	+$31.8K	0.01%	1076
2024 Q4	$1.62M	Sell	38,748 -264	-0.7%	-$11.3K	0.01%	1115
2024 Q3	$1.66M	Buy	39,012 +2,778	+8%	+$113K	0.01%	1054
2024 Q2	$1.42M	Buy	36,234 +2,985	+9%	+$116K	0.01%	1132
2024 Q1	$1.31M	Buy	33,249 +2,541	+8%	+$95.1K	0.01%	1082
2023 Q4	$1.12M	Buy	30,708 +22,350	+267%	+$769K	0.01%	1063
2023 Q3	$279K	Buy	+8,358	New	+$292K	﹤0.01%	1702

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

Kestra Advisory Services's EQL Position: Q2 2026 in Review

Kestra Advisory Services increased its ALPS Equal Sector Weight ETF (EQL) stake by 3.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 22,919 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Kestra Advisory Services first reported a position in EQL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q3 2024. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Kestra Advisory Services held 22,919 shares of ALPS Equal Sector Weight ETF worth $1.16M as of Q2 2026.
Kestra Advisory Services bought 752 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $37.5K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1731 holding.
Kestra Advisory Services first reported a position in ALPS Equal Sector Weight ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's ALPS Equal Sector Weight ETF position peaked at $1.66M in Q3 2024.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.