ORG Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History

ORG Partners’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 Q4	$640K	Sell	13,804 -1,150	-8%	-$53K	0.11%	172
2025 Q3	$688K	Sell	14,954 -3,373	-18%	-$152K	0.13%	155
2025 Q2	$808K	Sell	18,327 -38,841	-68%	-$1.62M	0.17%	120
2025 Q1	$802K	Buy	57,168 +40,509	+243%	+$1.73M	0.2%	95
2024 Q4	$696K	Hold	16,659	–	–	0.09%	147
2024 Q3	$708K	Sell	16,659 -102	-0.6%	-$4.15K	0.11%	129
2024 Q2	$656K	Buy	+16,761	New	+$651K	0.08%	205
2024 Q1	–	Sell	-16,860	Closed	-$616K	–	702
2023 Q4	$616K	Sell	16,860 -303	-2%	-$10.4K	0.1%	159
2023 Q3	$574K	Buy	17,163 +936	+6%	+$32.7K	0.17%	134
2023 Q2	$566K	Buy	+16,227	New	+$544K	0.09%	195

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

ORG Partners's EQL Position: Q4 2025 in Review

ORG Partners reduced its ALPS Equal Sector Weight ETF (EQL) stake by 7.7% in Q4 2025, selling an estimated $53K and leaving 13,804 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #172.

ORG Partners first reported a position in EQL in Q2 2023 and has held it in 10 quarters since. The position peaked at $808K in Q2 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q4 2025.

ORG Partners held 13,804 shares of ALPS Equal Sector Weight ETF worth $640K as of Q4 2025.
ORG Partners sold 1,150 ALPS Equal Sector Weight ETF shares in Q4 2025, an estimated $53K.
ALPS Equal Sector Weight ETF made up 0.11% of ORG Partners's portfolio in Q4 2025, its #172 holding.
ORG Partners first reported a position in ALPS Equal Sector Weight ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's ALPS Equal Sector Weight ETF position peaked at $808K in Q2 2025.
65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.