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Smith, Moore & Co’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Smith, Moore & Co’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 		$1.32M Sell
26,260
-1,590
-6% -$79.3K 0.09% 189
2026
Q1 		$1.32M Sell
27,850
-2,150
-7% -$104K 0.1% 178
2025
Q4 		$1.39M Sell
30,000
-700
-2% -$32.3K 0.11% 161
2025
Q3 		$1.41M Sell
30,700
-1,750
-5% -$78.6K 0.11% 159
2025
Q2 		$1.42M Buy
32,450
+200
+0.6% +$8.36K 0.12% 153
2025
Q1 		$1.35M Buy
32,250
+300
+0.9% +$12.8K 0.13% 157
2024
Q4 		$1.33M Buy
31,950
+1,350
+4% +$58K 0.12% 150
2024
Q3 		$1.3M Sell
30,600
-150
-0.5% -$6.1K 0.12% 152
2024
Q2 		$1.21M Buy
30,750
+300
+1% +$11.7K 0.12% 152
2024
Q1 		$1.2M Buy
30,450
+900
+3% +$33.7K 0.13% 151
2023
Q4 		$1.08M Sell
29,550
-300
-1% -$10.3K 0.13% 149
2023
Q3 		$998K Buy
29,850
+2,400
+9% +$83.8K 0.13% 143
2023
Q2 		$955K Buy
27,450
+300
+1% +$10.1K 0.12% 155
2023
Q1 		$901K Buy
27,150
+600
+2% +$19.8K 0.12% 159
2022
Q4 		$847K Buy
26,550
+300
+1% +$9.56K 0.12% 166
2022
Q3 		$772K Hold
26,250
– – 0.12% 161
2022
Q2 		$819K Buy
26,250
+2,700
+11% +$91.3K 0.13% 160
2022
Q1 		$854K Buy
23,550
+4,500
+24% +$159K 0.12% 178
2021
Q4 		$695K Buy
19,050
+3,870
+25% +$137K 0.1% 205
2021
Q3 		$503K Buy
15,180
+3,600
+31% +$122K 0.08% 236
2021
Q2 		$386K Buy
11,580
+1,500
+15% +$49.3K 0.06% 267
2021
Q1 		$315K Buy
10,080
+1,950
+24% +$58.5K 0.05% 284
2020
Q4 		$234K Buy
+8,130
New +$223K 0.04% 298

Other funds holding EQL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Smith, Moore & Co's EQL Position: Q2 2026 in Review

Smith, Moore & Co reduced its ALPS Equal Sector Weight ETF (EQL) stake by 5.7% in Q2 2026, selling an estimated $79.3K and leaving 26,260 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #189.

Smith, Moore & Co first reported a position in EQL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q2 2025. 51 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • Smith, Moore & Co held 26,260 shares of ALPS Equal Sector Weight ETF worth $1.32M as of Q2 2026.
  • Smith, Moore & Co sold 1,590 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $79.3K.
  • ALPS Equal Sector Weight ETF made up 0.09% of Smith, Moore & Co's portfolio in Q2 2026, its #189 holding.
  • Smith, Moore & Co first reported a position in ALPS Equal Sector Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • Smith, Moore & Co's ALPS Equal Sector Weight ETF position peaked at $1.42M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.