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Provenance Wealth Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Provenance Wealth Advisors’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
Q1 		$42.8K Hold
900
– – ﹤0.01% 214
2025
Q4 		$41.7K Hold
900
– – ﹤0.01% 211
2025
Q3 		$41.4K Hold
900
– – 0.01% 227
2025
Q2 		$39.5K Hold
900
– – 0.01% 222
2025
Q1 		$37.8K Hold
900
– – 0.01% 237
2024
Q4 		$37.6K Hold
900
– – ﹤0.01% 234
2024
Q3 		$38.3K Buy
+900
New +$36.6K ﹤0.01% 250

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Provenance Wealth Advisors's EQL Position: Q1 2026 in Review

Provenance Wealth Advisors held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 900 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Provenance Wealth Advisors first reported a position in EQL in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Provenance Wealth Advisors held 900 shares of ALPS Equal Sector Weight ETF worth $42.8K as of Q1 2026.
  • Provenance Wealth Advisors left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q1 2026, its #214 holding.
  • Provenance Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q3 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.