Perryman Financial Advisory’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Perryman Financial Advisory’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 Q3	$7.62M	Buy	152,153 +13,349	+10%	+$686K	0.96%	31
2026 Q2	$7M	Buy	138,804 +3,961	+3%	+$198K	0.93%	33
2026 Q1	$6.41M	Buy	134,843 +13,983	+12%	+$675K	0.96%	34
2025 Q4	$5.61M	Buy	+120,860	New	+$5.57M	0.82%	35

Other funds holding EQL

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Perryman Financial Advisory's EQL Position: Q3 2026 in Review

Perryman Financial Advisory increased its ALPS Equal Sector Weight ETF (EQL) stake by 9.6% in Q3 2026, buying an estimated $686K and bringing the position to 152,153 shares worth $7.62M. The position accounts for 0.96% of the portfolio, ranked #31.

Perryman Financial Advisory first reported a position in EQL in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

Perryman Financial Advisory held 152,153 shares of ALPS Equal Sector Weight ETF worth $7.62M as of Q3 2026.
Perryman Financial Advisory bought 13,349 ALPS Equal Sector Weight ETF shares in Q3 2026, an estimated $686K.
ALPS Equal Sector Weight ETF made up 0.96% of Perryman Financial Advisory's portfolio in Q3 2026, its #31 holding.
Perryman Financial Advisory first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 4 quarters since.
13 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on Perryman Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.