Raymond James Financial
EQL icon

Raymond James Financial’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Raymond James Financial’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 		$46.9M Sell
986,027
-79,330
-7% -$3.83M 0.01% 898
2025
Q4 		$49.4M Buy
1,065,357
+146,757
+16% +$6.77M 0.02% 831
2025
Q3 		$42.3M Sell
918,600
-3,571
-0.4% -$160K 0.01% 906
2025
Q2 		$40.4M Buy
922,171
+17,647
+2% +$738K 0.01% 890
2025
Q1 		$38M Buy
904,524
+58,605
+7% +$2.5M 0.01% 875
2024
Q4 		$35.3M Buy
+845,919
New +$36.3M 0.01% 929

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial's EQL Position: Q1 2026 in Review

Raymond James Financial reduced its ALPS Equal Sector Weight ETF (EQL) stake by 7.4% in Q1 2026, selling an estimated $3.83M and leaving 986,027 shares worth $46.9M. The position accounts for 0.01% of the portfolio, ranked #898.

Raymond James Financial first reported a position in EQL in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.4M in Q4 2025. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Raymond James Financial held 986,027 shares of ALPS Equal Sector Weight ETF worth $46.9M as of Q1 2026.
  • Raymond James Financial sold 79,330 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $3.83M.
  • ALPS Equal Sector Weight ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #898 holding.
  • Raymond James Financial first reported a position in ALPS Equal Sector Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's ALPS Equal Sector Weight ETF position peaked at $49.4M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.