Sherry Group’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Sherry Group’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	$2.53M	Buy	50,523 +11,620	+30%	+$597K	2.38%	10
2026 Q2	$1.97M	Buy	38,903 +3,002	+8%	+$150K	1.92%	16
2026 Q1	$1.71M	Sell	35,901 -620	-2%	-$29.9K	1.86%	15
2025 Q4	$1.71M	Buy	+36,521	New	+$1.68M	1.79%	16

Other funds holding EQL

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sherry Group's EQL Position: Q3 2026 in Review

Sherry Group increased its ALPS Equal Sector Weight ETF (EQL) stake by 30% in Q3 2026, buying an estimated $597K and bringing the position to 50,523 shares worth $2.53M. The position accounts for 2.38% of the portfolio, ranked #10.

Sherry Group first reported a position in EQL in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold EQL as of Q3 2026.

Sherry Group held 50,523 shares of ALPS Equal Sector Weight ETF worth $2.53M as of Q3 2026.
Sherry Group bought 11,620 ALPS Equal Sector Weight ETF shares in Q3 2026, an estimated $597K.
ALPS Equal Sector Weight ETF made up 2.38% of Sherry Group's portfolio in Q3 2026, its #10 holding.
Sherry Group first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.