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Savvy Advisors Inc’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Savvy Advisors Inc’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 		$369K Buy
7,750
+46
+0.6% +$2.22K 0.01% 783
2025
Q4 		$357K Buy
+7,704
New +$355K 0.01% 700

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 $751M 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

Savvy Advisors Inc's EQL Position: Q1 2026 in Review

Savvy Advisors Inc increased its ALPS Equal Sector Weight ETF (EQL) stake by 0.6% in Q1 2026, buying an estimated $2.22K and bringing the position to 7,750 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #783.

Savvy Advisors Inc first reported a position in EQL in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Savvy Advisors Inc held 7,750 shares of ALPS Equal Sector Weight ETF worth $369K as of Q1 2026.
  • Savvy Advisors Inc bought 46 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $2.22K.
  • ALPS Equal Sector Weight ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #783 holding.
  • Savvy Advisors Inc first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.