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

Ritholtz Wealth Management’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	$277K	Hold	5,814	–	–	﹤0.01%	1010
2025 Q4	$270K	Hold	5,814	–	–	﹤0.01%	944
2025 Q3	$268K	Hold	5,814	–	–	0.01%	884
2025 Q2	$255K	Hold	5,814	–	–	0.01%	848
2025 Q1	$244K	Hold	5,814	–	–	0.01%	806
2024 Q4	$243K	Hold	5,814	–	–	0.01%	769
2024 Q3	$247K	Hold	5,814	–	–	0.01%	756
2024 Q2	$228K	Hold	5,814	–	–	0.01%	730
2024 Q1	$229K	Hold	5,814	–	–	0.01%	715
2023 Q4	$212K	Buy	+5,814	New	+$200K	0.01%	687
2023 Q3	–	Sell	-5,814	Closed	-$202K	–	715
2023 Q2	$202K	Buy	+5,814	New	+$195K	0.01%	620
2022 Q4	–	Sell	-7,902	Closed	-$232K	–	628
2022 Q3	$232K	Buy	+7,902	New	+$257K	0.01%	619

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ritholtz Wealth Management's EQL Position: Q1 2026 in Review

Ritholtz Wealth Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 5,814 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Ritholtz Wealth Management first reported a position in EQL in Q3 2022 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

Ritholtz Wealth Management held 5,814 shares of ALPS Equal Sector Weight ETF worth $277K as of Q1 2026.
Ritholtz Wealth Management left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1010 holding.
Ritholtz Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q3 2022 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.