Maltin Wealth Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Maltin Wealth 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	$1.05M	Buy	20,842 +24	+0.1%	+$1.2K	0.35%	65
2026 Q1	$990K	Buy	20,818 +72	+0.3%	+$3.48K	0.38%	63
2025 Q4	$962K	Buy	20,746 +92	+0.4%	+$4.24K	0.38%	60
2025 Q3	$951K	Buy	20,654 +80	+0.4%	+$3.59K	0.39%	58
2025 Q2	$902K	Buy	20,574 +78	+0.4%	+$3.26K	0.41%	58
2025 Q1	$861K	Buy	20,496 +72	+0.4%	+$3.08K	0.4%	58
2024 Q4	$853K	Buy	20,424 +96	+0.5%	+$4.12K	0.42%	59
2024 Q3	$865K	Buy	20,328 +81	+0.4%	+$3.3K	0.42%	61
2024 Q2	$796K	Buy	20,247 +72	+0.4%	+$2.8K	0.43%	60
2024 Q1	$793K	Buy	+20,175	New	+$755K	0.45%	60
2020 Q2	–	Sell	-9,924	Closed	-$204K	–	84
2020 Q1	$204K	Sell	9,924 -12,489	-56%	-$311K	0.17%	75
2019 Q4	$598K	Buy	+22,413	New	+$577K	0.39%	42

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

Maltin Wealth Management's EQL Position: Q2 2026 in Review

Maltin Wealth Management increased its ALPS Equal Sector Weight ETF (EQL) stake by 0.12% in Q2 2026, buying an estimated $1.2K and bringing the position to 20,842 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #65.

Maltin Wealth Management first reported a position in EQL in Q4 2019 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Maltin Wealth Management held 20,842 shares of ALPS Equal Sector Weight ETF worth $1.05M as of Q2 2026.
Maltin Wealth Management bought 24 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $1.2K.
ALPS Equal Sector Weight ETF made up 0.35% of Maltin Wealth Management's portfolio in Q2 2026, its #65 holding.
Maltin Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q4 2019 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.