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Private Client Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Private Client Services’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 		$763K Buy
15,231
+1,840
+14% +$94.6K 0.21% 90
2026
Q2 		$676K Buy
13,391
+2,578
+24% +$129K 0.18% 107
2026
Q1 		$514K Buy
10,813
+2,449
+29% +$118K 0.15% 115
2025
Q4 		$388K Buy
+8,364
New +$386K 0.12% 122

Other funds holding EQL

Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
First Financial Bank - Trust Division
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
PW
PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return
BW
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AEPWM
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

Private Client Services's EQL Position: Q3 2026 in Review

Private Client Services increased its ALPS Equal Sector Weight ETF (EQL) stake by 14% in Q3 2026, buying an estimated $94.6K and bringing the position to 15,231 shares worth $763K. The position accounts for 0.21% of the portfolio, ranked #90.

Private Client Services first reported a position in EQL in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

  • Private Client Services held 15,231 shares of ALPS Equal Sector Weight ETF worth $763K as of Q3 2026.
  • Private Client Services bought 1,840 ALPS Equal Sector Weight ETF shares in Q3 2026, an estimated $94.6K.
  • ALPS Equal Sector Weight ETF made up 0.21% of Private Client Services's portfolio in Q3 2026, its #90 holding.
  • Private Client Services first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.