Savvy Advisors Inc
EQL icon

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
Q3 		$385K Sell
7,686
-283
-4% -$14.5K 0.01% 1026
2026
Q2 		$402K Buy
7,969
+219
+3% +$10.9K 0.01% 870
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Savvy Advisors Inc's EQL Position: Q3 2026 in Review

Savvy Advisors Inc reduced its ALPS Equal Sector Weight ETF (EQL) stake by 3.6% in Q3 2026, selling an estimated $14.5K and leaving 7,686 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1026.

Savvy Advisors Inc first reported a position in EQL in Q4 2025 and has held it in 4 quarters since. The position peaked at $402K in Q2 2026. 58 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

  • Savvy Advisors Inc held 7,686 shares of ALPS Equal Sector Weight ETF worth $385K as of Q3 2026.
  • Savvy Advisors Inc sold 283 ALPS Equal Sector Weight ETF shares in Q3 2026, an estimated $14.5K.
  • ALPS Equal Sector Weight ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q3 2026, its #1026 holding.
  • Savvy Advisors Inc first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's ALPS Equal Sector Weight ETF position peaked at $402K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.