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MAI Capital Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

MAI Capital Management’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 		– Sell
-1,773
Closed -$84.3K – 2864
2026
Q1 		$84.3K Hold
1,773
– – ﹤0.01% 1926
2025
Q4 		$82.2K Hold
1,773
– – ﹤0.01% 1744
2025
Q3 		$81.6K Hold
1,773
– – ﹤0.01% 1665
2025
Q2 		$77.7K Hold
1,773
– – ﹤0.01% 1614
2025
Q1 		$74.4K Hold
1,773
– – ﹤0.01% 1542
2024
Q4 		$74K Buy
+1,773
New +$76.1K ﹤0.01% 1571
2024
Q3 		– Sell
-9,693
Closed -$381K – 1150
2024
Q2 		$381K Sell
9,693
-135
-1% -$5.25K ﹤0.01% 909
2024
Q1 		$387K Sell
9,828
-834
-8% -$31.2K ﹤0.01% 892
2023
Q4 		$389K Buy
10,662
+45
+0.4% +$1.55K 0.01% 788
2023
Q3 		$355K Buy
10,617
+45
+0.4% +$1.57K 0.01% 753
2023
Q2 		$368K Sell
10,572
-744
-7% -$24.9K 0.01% 748
2023
Q1 		$375K Sell
11,316
-459
-4% -$15.1K 0.01% 724
2022
Q4 		$376K Buy
+11,775
New +$375K 0.01% 697

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAI Capital Management's EQL Position: Q2 2026 in Review

MAI Capital Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2026, closing a stake of 1,773 shares — an estimated $84.3K sold.

MAI Capital Management first reported a position in EQL in Q4 2022 and held it in 13 quarters. The position peaked at $389K in Q4 2023. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • MAI Capital Management reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,773 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $84.3K.
  • MAI Capital Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and held it in 13 quarters.
  • MAI Capital Management's ALPS Equal Sector Weight ETF position peaked at $389K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

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