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 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 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

MAI Capital Management's EQL Position: Q1 2026 in Review

MAI Capital Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 1,773 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

MAI Capital Management first reported a position in EQL in Q4 2022 and has held it in 13 quarters since. The position peaked at $389K in Q4 2023. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

MAI Capital Management held 1,773 shares of ALPS Equal Sector Weight ETF worth $84.3K as of Q1 2026.
MAI Capital Management left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1926 holding.
MAI Capital Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 13 quarters since.
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 Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.