LPL Financial
EQL icon

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

LPL Financial’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 		$16.7M Buy
331,715
+8,440
+3% +$421K ﹤0.01% 1709
2026
Q1 		$15.4M Buy
323,275
+15,497
+5% +$748K ﹤0.01% 1661
2025
Q4 		$14.3M Buy
307,778
+15,574
+5% +$718K ﹤0.01% 1642
2025
Q3 		$13.5M Buy
292,204
+11,542
+4% +$518K ﹤0.01% 1630
2025
Q2 		$12.3M Buy
280,662
+82,959
+42% +$3.47M ﹤0.01% 1569
2025
Q1 		$8.3M Buy
197,703
+18,165
+10% +$776K ﹤0.01% 1739
2024
Q4 		$7.5M Buy
179,538
+15,927
+10% +$684K ﹤0.01% 1758
2024
Q3 		$6.96M Buy
163,611
+43,584
+36% +$1.77M ﹤0.01% 1730
2024
Q2 		$4.72M Buy
120,027
+1,977
+2% +$76.8K ﹤0.01% 1907
2024
Q1 		$4.64M Buy
118,050
+1,962
+2% +$73.4K ﹤0.01% 1852
2023
Q4 		$4.24M Sell
116,088
-26,181
-18% -$900K ﹤0.01% 1798
2023
Q3 		$4.76M Buy
142,269
+10,749
+8% +$375K ﹤0.01% 1629
2023
Q2 		$4.58M Buy
131,520
+5,799
+5% +$194K ﹤0.01% 1611
2023
Q1 		$4.17M Buy
125,721
+9,708
+8% +$320K ﹤0.01% 1627
2022
Q4 		$3.7M Buy
116,013
+42,381
+58% +$1.35M ﹤0.01% 1641
2022
Q3 		$2.17M Sell
73,632
-1,794
-2% -$58.4K ﹤0.01% 1918
2022
Q2 		$2.35M Buy
75,426
+3,825
+5% +$129K ﹤0.01% 1905
2022
Q1 		$2.6M Buy
71,601
+3,102
+5% +$109K ﹤0.01% 1850
2021
Q4 		$2.5M Buy
68,499
+18,180
+36% +$642K ﹤0.01% 1926
2021
Q3 		$1.67M Sell
50,319
-1,704
-3% -$57.9K ﹤0.01% 2191
2021
Q2 		$1.74M Buy
52,023
+192
+0.4% +$6.31K ﹤0.01% 2092
2021
Q1 		$1.62M Buy
51,831
+1,197
+2% +$35.9K ﹤0.01% 2003
2020
Q4 		$1.46M Sell
50,634
-327
-0.6% -$8.96K ﹤0.01% 1899
2020
Q3 		$1.31M Sell
50,961
-3,894
-7% -$100K ﹤0.01% 1728
2020
Q2 		$1.33M Sell
54,855
-1,539
-3% -$35.8K ﹤0.01% 1616
2020
Q1 		$1.16M Sell
56,394
-14,907
-21% -$371K ﹤0.01% 1523
2019
Q4 		$1.9M Sell
71,301
-2,439
-3% -$62.7K ﹤0.01% 1393
2019
Q3 		$1.86M Buy
73,740
+4,284
+6% +$107K ﹤0.01% 1306
2019
Q2 		$1.72M Sell
69,456
-3,126
-4% -$76.2K ﹤0.01% 1342
2019
Q1 		$1.75M Buy
72,582
+3,003
+4% +$69.5K ﹤0.01% 1266
2018
Q4 		$1.48M Sell
69,579
-2,259
-3% -$51.7K ﹤0.01% 1246
2018
Q3 		$1.75M Buy
71,838
+495
+0.7% +$11.9K ﹤0.01% 1270
2018
Q2 		$1.66M Sell
71,343
-693
-1% -$15.9K ﹤0.01% 1256
2018
Q1 		$1.63M Buy
72,036
+4,689
+7% +$109K ﹤0.01% 1252
2017
Q4 		$1.56M Buy
67,347
+1,668
+3% +$37.8K ﹤0.01% 1230
2017
Q3 		$1.45M Sell
65,679
-5,679
-8% -$123K 0.01% 1191
2017
Q2 		$1.52M Buy
71,358
+4,413
+7% +$93.6K 0.01% 1107
2017
Q1 		$1.4M Buy
66,945
+16,710
+33% +$346K 0.01% 1035
2016
Q4 		$1.01M Buy
50,235
+2,592
+5% +$51.1K 0.01% 1214
2016
Q3 		$926K Sell
47,643
-2,424
-5% -$47.8K 0.01% 1261
2016
Q2 		$963K Sell
50,067
-54,984
-52% -$1.04M 0.01% 1197
2016
Q1 		$1.94M Sell
105,051
-21,438
-17% -$378K 0.01% 1222
2015
Q4 		$2.28M Buy
126,489
+63,021
+99% +$1.16M 0.01% 1089
2015
Q3 		$1.14M Sell
63,468
-19,245
-23% -$352K 0.01% 1156
2015
Q2 		$1.55M Buy
82,713
+4,668
+6% +$89.6K 0.01% 1073
2015
Q1 		$1.47M Sell
78,045
-19,527
-20% -$370K 0.01% 1092
2014
Q4 		$1.84M Buy
97,572
+7,941
+9% +$147K 0.01% 934
2014
Q3 		$1.61M Buy
89,631
+1,215
+1% +$22.2K 0.01% 987
2014
Q2 		$1.61M Sell
88,416
-1,992
-2% -$35.3K 0.01% 1019
2014
Q1 		$1.57M Sell
90,408
-2,073
-2% -$35.2K 0.01% 975
2013
Q4 		$1.57M Buy
92,481
+14,217
+18% +$233K 0.01% 970
2013
Q3 		$1.24M Sell
78,264
-6,702
-8% -$104K 0.01% 1051
2013
Q2 		$1.27M Buy
+84,966
New +$1.28M 0.01% 968

Other funds holding EQL

PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

LPL Financial's EQL Position: Q2 2026 in Review

LPL Financial increased its ALPS Equal Sector Weight ETF (EQL) stake by 2.6% in Q2 2026, buying an estimated $421K and bringing the position to 331,715 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

LPL Financial first reported a position in EQL in Q2 2013 and has held it in 53 quarters since. 30 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • LPL Financial held 331,715 shares of ALPS Equal Sector Weight ETF worth $16.7M as of Q2 2026.
  • LPL Financial bought 8,440 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $421K.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1709 holding.
  • LPL Financial first reported a position in ALPS Equal Sector Weight ETF in Q2 2013 and has held it in 53 quarters since.
  • 30 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.