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 Q2	$293K	Hold	5,814	–	–	﹤0.01%	1066
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 $1.55T 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

Ritholtz Wealth Management's EQL Position: Q2 2026 in Review

Ritholtz Wealth Management held its ALPS Equal Sector Weight ETF (EQL) position steady in Q2 2026 at 5,814 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Ritholtz Wealth Management first reported a position in EQL in Q3 2022 and has held it in 13 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Ritholtz Wealth Management held 5,814 shares of ALPS Equal Sector Weight ETF worth $293K as of Q2 2026.
Ritholtz Wealth Management left its ALPS Equal Sector Weight ETF share count unchanged in Q2 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1066 holding.
Ritholtz Wealth Management first reported a position in ALPS Equal Sector Weight ETF in Q3 2022 and has held it in 13 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.