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NDWM LLC’s ALPS Equal Sector Weight ETF EQL Stock Holding History

NDWM LLC’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
2025
Q2 		– Sell
-47,193
Closed -$1.98M – 32
2025
Q1 		$1.98M Buy
47,193
+606
+1% +$25.9K 1.94% 10
2024
Q4 		$1.94M Sell
46,587
-87
-0.2% -$3.74K 1.63% 12
2024
Q3 		$1.98M Buy
46,674
+33,024
+242% +$1.34M 1.64% 12
2024
Q2 		$536K Buy
13,650
+153
+1% +$5.95K 0.48% 22
2024
Q1 		$531K Buy
+13,497
New +$505K 0.48% 22

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NDWM LLC's EQL Position: Q2 2025 in Review

NDWM LLC sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2025, closing a stake of 47,193 shares — an estimated $1.98M sold.

NDWM LLC first reported a position in EQL in Q1 2024 and held it in 5 quarters. The position peaked at $1.98M in Q3 2024. 54 funds tracked by Wall St. Rank hold EQL as of Q2 2025.

  • NDWM LLC reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2025 after selling out during the quarter.
  • NDWM LLC sold 47,193 ALPS Equal Sector Weight ETF shares in Q2 2025, an estimated $1.98M.
  • NDWM LLC first reported a position in ALPS Equal Sector Weight ETF in Q1 2024 and held it in 5 quarters.
  • NDWM LLC's ALPS Equal Sector Weight ETF position peaked at $1.98M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2025.

Based on NDWM LLC's 13F filing for Q2 2025, filed 31 Jul 2025.