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Sowell Financial Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Sowell Financial Services’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 		$491K Buy
9,728
+1,544
+19% +$77K 0.02% 658
2026
Q1 		$389K Buy
+8,184
New +$395K 0.01% 729

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Sowell Financial Services's EQL Position: Q2 2026 in Review

Sowell Financial Services increased its ALPS Equal Sector Weight ETF (EQL) stake by 19% in Q2 2026, buying an estimated $77K and bringing the position to 9,728 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #658.

Sowell Financial Services first reported a position in EQL in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • Sowell Financial Services held 9,728 shares of ALPS Equal Sector Weight ETF worth $491K as of Q2 2026.
  • Sowell Financial Services bought 1,544 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $77K.
  • ALPS Equal Sector Weight ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #658 holding.
  • Sowell Financial Services first reported a position in ALPS Equal Sector Weight ETF in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.