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 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

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Private Client Services's EQL Position: Q2 2026 in Review

Private Client Services increased its ALPS Equal Sector Weight ETF (EQL) stake by 24% in Q2 2026, buying an estimated $129K and bringing the position to 13,391 shares worth $676K. The position accounts for 0.18% of the portfolio, ranked #107.

Private Client Services first reported a position in EQL in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Private Client Services held 13,391 shares of ALPS Equal Sector Weight ETF worth $676K as of Q2 2026.
Private Client Services bought 2,578 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $129K.
ALPS Equal Sector Weight ETF made up 0.18% of Private Client Services's portfolio in Q2 2026, its #107 holding.
Private Client Services first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.