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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Perryman Financial Advisory's EQL Position: Q1 2026 in Review

Perryman Financial Advisory increased its ALPS Equal Sector Weight ETF (EQL) stake by 12% in Q1 2026, buying an estimated $675K and bringing the position to 134,843 shares worth $6.41M. The position accounts for 0.96% of the portfolio, ranked #34.

Perryman Financial Advisory first reported a position in EQL in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Perryman Financial Advisory held 134,843 shares of ALPS Equal Sector Weight ETF worth $6.41M as of Q1 2026.
  • Perryman Financial Advisory bought 13,983 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $675K.
  • ALPS Equal Sector Weight ETF made up 0.96% of Perryman Financial Advisory's portfolio in Q1 2026, its #34 holding.
  • Perryman Financial Advisory first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.