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 Q3	$45.1K	Hold	900	–	–	﹤0.01%	800
2026 Q2	$45.4K	Hold	900	–	–	﹤0.01%	235
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Provenance Wealth Advisors's EQL Position: Q3 2026 in Review

Provenance Wealth Advisors held its ALPS Equal Sector Weight ETF (EQL) position steady in Q3 2026 at 900 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Provenance Wealth Advisors first reported a position in EQL in Q3 2024 and has held it in 9 quarters since. The position peaked at $45.4K in Q2 2026. 35 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

Provenance Wealth Advisors held 900 shares of ALPS Equal Sector Weight ETF worth $45.1K as of Q3 2026.
Provenance Wealth Advisors left its ALPS Equal Sector Weight ETF share count unchanged in Q3 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q3 2026, its #800 holding.
Provenance Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q3 2024 and has held it in 9 quarters since.
Provenance Wealth Advisors's ALPS Equal Sector Weight ETF position peaked at $45.4K in Q2 2026.
35 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.