SOA Wealth Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History

SOA Wealth Advisors’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	$22.4K	Hold	471	–	–	﹤0.01%	486
2025 Q4	$21.8K	Hold	471	–	–	﹤0.01%	490
2025 Q3	$21.7K	Hold	471	–	–	﹤0.01%	508
2025 Q2	$20.7K	Hold	471	–	–	﹤0.01%	498
2025 Q1	$19.8K	Hold	471	–	–	﹤0.01%	478
2024 Q4	$19.7K	Hold	471	–	–	﹤0.01%	457
2024 Q3	$20K	Hold	471	–	–	﹤0.01%	451
2024 Q2	$18.5K	Hold	471	–	–	﹤0.01%	452
2024 Q1	$18.5K	Hold	471	–	–	﹤0.01%	452
2023 Q4	$17.2K	Hold	471	–	–	﹤0.01%	449
2023 Q3	$15.8K	Hold	471	–	–	﹤0.01%	461
2023 Q2	$16.4K	Hold	471	–	–	﹤0.01%	461
2023 Q1	$15.6K	Hold	471	–	–	﹤0.01%	469
2022 Q4	$15K	Hold	471	–	–	﹤0.01%	456
2022 Q3	$13K	Hold	471	–	–	﹤0.01%	465
2022 Q2	$14K	Hold	471	–	–	﹤0.01%	444
2022 Q1	$17K	Hold	471	–	–	﹤0.01%	493
2021 Q4	$17K	Hold	471	–	–	﹤0.01%	468
2021 Q3	$15K	Hold	471	–	–	﹤0.01%	502
2021 Q2	$15K	Hold	471	–	–	﹤0.01%	502
2021 Q1	$14K	Hold	471	–	–	﹤0.01%	455
2020 Q4	$14K	Buy	+471	New	+$12.9K	﹤0.01%	457

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $667M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SOA Wealth Advisors's EQL Position: Q1 2026 in Review

SOA Wealth Advisors held its ALPS Equal Sector Weight ETF (EQL) position steady in Q1 2026 at 471 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

SOA Wealth Advisors first reported a position in EQL in Q4 2020 and has held it in 22 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

SOA Wealth Advisors held 471 shares of ALPS Equal Sector Weight ETF worth $22.4K as of Q1 2026.
SOA Wealth Advisors left its ALPS Equal Sector Weight ETF share count unchanged in Q1 2026.
ALPS Equal Sector Weight ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #486 holding.
SOA Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2020 and has held it in 22 quarters since.
64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.