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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perryman Financial Advisory's EQL Position: Q2 2026 in Review

Perryman Financial Advisory increased its ALPS Equal Sector Weight ETF (EQL) stake by 2.9% in Q2 2026, buying an estimated $198K and bringing the position to 138,804 shares worth $7M. The position accounts for 0.93% of the portfolio, ranked #33.

Perryman Financial Advisory first reported a position in EQL in Q4 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Perryman Financial Advisory held 138,804 shares of ALPS Equal Sector Weight ETF worth $7M as of Q2 2026.
Perryman Financial Advisory bought 3,961 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $198K.
ALPS Equal Sector Weight ETF made up 0.93% of Perryman Financial Advisory's portfolio in Q2 2026, its #33 holding.
Perryman Financial Advisory first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 3 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.