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Steward Partners Investment Advisory’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-3,702
Closed -$170K – 4364
2025
Q3 		$170K Buy
+3,702
New +$166K ﹤0.01% 1946

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's EQL Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2025, closing a stake of 3,702 shares — an estimated $170K sold.

Steward Partners Investment Advisory first reported a position in EQL in Q3 2025 and held it in 1 quarter. The position peaked at $170K in Q3 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,702 ALPS Equal Sector Weight ETF shares in Q4 2025, an estimated $170K.
  • Steward Partners Investment Advisory first reported a position in ALPS Equal Sector Weight ETF in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's ALPS Equal Sector Weight ETF position peaked at $170K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.