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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
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
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

PUREfi Wealth's EQL Position: Q1 2026 in Review

PUREfi Wealth held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 17,692 shares worth $841K. The position accounts for 0.55% of the portfolio, ranked #44.

PUREfi Wealth first reported a position in EQL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q4 2024. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • PUREfi Wealth held 17,692 shares of ALPS Equal Sector Weight ETF worth $841K as of Q1 2026.
  • PUREfi Wealth left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
  • ALPS Equal Sector Weight ETF made up 0.55% of PUREfi Wealth's portfolio in Q1 2026, its #44 holding.
  • PUREfi Wealth first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.