Mountain Capital Investment Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Mountain Capital Investment 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
2026 Q1	–	Sell	-9,471	Closed	-$454K	–	91
2025 Q4	$454K	Sell	9,471 -7,518	-44%	-$347K	0.07%	43
2025 Q3	$784K	Sell	16,989 -912,548	-98%	-$41M	0.14%	24
2025 Q2	$41M	Sell	929,537 -2,293,612	-71%	-$95.9M	7.88%	4
2025 Q1	$43.7M	Buy	+3,223,149	New	+$138M	9.37%	3

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

Mountain Capital Investment Advisors's EQL Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2026, closing a stake of 9,471 shares — an estimated $454K sold.

Mountain Capital Investment Advisors first reported a position in EQL in Q1 2025 and held it in 4 quarters. The position peaked at $43.7M in Q1 2025. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Mountain Capital Investment Advisors reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2026 after selling out during the quarter.
Mountain Capital Investment Advisors sold 9,471 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $454K.
Mountain Capital Investment Advisors first reported a position in ALPS Equal Sector Weight ETF in Q1 2025 and held it in 4 quarters.
Mountain Capital Investment Advisors's ALPS Equal Sector Weight ETF position peaked at $43.7M in Q1 2025.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.