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 Q3	$955K	Buy	19,062 +950	+5%	+$48.8K	0.45%	54
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

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

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

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 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

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PUREfi Wealth's EQL Position: Q3 2026 in Review

PUREfi Wealth increased its ALPS Equal Sector Weight ETF (EQL) stake by 5.2% in Q3 2026, buying an estimated $48.8K and bringing the position to 19,062 shares worth $955K. The position accounts for 0.45% of the portfolio, ranked #54.

PUREfi Wealth first reported a position in EQL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q4 2024. 11 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

PUREfi Wealth held 19,062 shares of ALPS Equal Sector Weight ETF worth $955K as of Q3 2026.
PUREfi Wealth bought 950 ALPS Equal Sector Weight ETF shares in Q3 2026, an estimated $48.8K.
ALPS Equal Sector Weight ETF made up 0.45% of PUREfi Wealth's portfolio in Q3 2026, its #54 holding.
PUREfi Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's ALPS Equal Sector Weight ETF position peaked at $1.88M in Q4 2024.
11 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.