Lido Advisors
EQL icon

Lido Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Lido Advisors’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
2025
Q1 		– Sell
-6,909
Closed -$288K – 1550
2024
Q4 		$288K Buy
+6,909
New +$297K ﹤0.01% 1228

Other funds holding EQL

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Mountain Capital Investment Advisors
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Aveo Capital Partners
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors's EQL Position: Q1 2025 in Review

Lido Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2025, closing a stake of 6,909 shares — an estimated $288K sold.

Lido Advisors first reported a position in EQL in Q4 2024 and held it in 1 quarter. The position peaked at $288K in Q4 2024. 56 funds tracked by Wall St. Rank hold EQL as of Q1 2025.

  • Lido Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 6,909 ALPS Equal Sector Weight ETF shares in Q1 2025, an estimated $288K.
  • Lido Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and held it in 1 quarter.
  • Lido Advisors's ALPS Equal Sector Weight ETF position peaked at $288K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.