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

PUREfi Wealth’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	$914K	Buy	18,112 +420	+2%	+$21K	0.5%	47
2026 Q1	$841K	Hold	17,692	–	–	0.55%	44
2025 Q4	$821K	Sell	17,692 -2,184	-11%	-$101K	0.63%	42
2025 Q3	$915K	Hold	19,876	–	–	0.7%	40
2025 Q2	$871K	Sell	19,876 -13,451	-40%	-$562K	0.7%	36
2025 Q1	$1.4M	Sell	33,327 -11,715	-26%	-$500K	1.4%	10
2024 Q4	$1.88M	Buy	+45,042	New	+$1.93M	1.84%	9

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PUREfi Wealth's EQL Position: Q2 2026 in Review

PUREfi Wealth increased its ALPS Equal Sector Weight ETF (EQL) stake by 2.4% in Q2 2026, buying an estimated $21K and bringing the position to 18,112 shares worth $914K. The position accounts for 0.5% of the portfolio, ranked #47.

PUREfi Wealth first reported a position in EQL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q4 2024. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

PUREfi Wealth held 18,112 shares of ALPS Equal Sector Weight ETF worth $914K as of Q2 2026.
PUREfi Wealth bought 420 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $21K.
ALPS Equal Sector Weight ETF made up 0.5% of PUREfi Wealth's portfolio in Q2 2026, its #47 holding.
PUREfi Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and has held it in 7 quarters since.
PUREfi Wealth's ALPS Equal Sector Weight ETF position peaked at $1.88M in Q4 2024.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.