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

Northwestern Mutual 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 Q1	$2.47M	Buy	51,969 +2,096	+4%	+$101K	﹤0.01%	1033
2025 Q4	$2.31M	Buy	49,873 +4,077	+9%	+$188K	﹤0.01%	1014
2025 Q3	$2.11M	Buy	45,796 +10,407	+29%	+$467K	﹤0.01%	992
2025 Q2	$1.55M	Buy	35,389 +34,609	+4,437%	+$1.45M	﹤0.01%	1025
2025 Q1	$32.8K	Hold	780	–	–	﹤0.01%	2325
2024 Q4	$32.6K	Buy	780 +750	+2,500%	+$32.2K	﹤0.01%	2339
2024 Q3	$1.28K	Hold	30	–	–	﹤0.01%	3202
2024 Q2	$1.18K	Buy	+30	New	+$1.17K	﹤0.01%	3198
2023 Q4	–	Sell	-210	Closed	-$7.04K	–	3529
2023 Q3	$7.04K	Buy	+210	New	+$7.33K	﹤0.01%	2649
2021 Q1	–	Sell	-273	Closed	-$8K	–	2826
2020 Q4	$8K	Buy	+273	New	+$7.48K	﹤0.01%	2261
2019 Q3	–	Sell	-750	Closed	-$19K	–	2512
2019 Q2	$19K	Buy	+750	New	+$18.3K	﹤0.01%	1746
2018 Q4	–	Sell	-156	Closed	-$4K	–	2449
2018 Q3	$4K	Sell	156 -156	-50%	-$3.75K	﹤0.01%	2139
2018 Q2	$7K	Sell	312 -288	-48%	-$6.62K	﹤0.01%	1925
2018 Q1	$14K	Buy	+600	New	+$14K	﹤0.01%	1641

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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management's EQL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its ALPS Equal Sector Weight ETF (EQL) stake by 4.2% in Q1 2026, buying an estimated $101K and bringing the position to 51,969 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Northwestern Mutual Wealth Management first reported a position in EQL in Q1 2018 and has held it in 14 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Northwestern Mutual Wealth Management held 51,969 shares of ALPS Equal Sector Weight ETF worth $2.47M as of Q1 2026.
Northwestern Mutual Wealth Management bought 2,096 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $101K.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1033 holding.
Northwestern Mutual Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q1 2018 and has held it in 14 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.