Stifel Financial
EQL icon

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

Stifel Financial’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 		$3.13M Buy
62,063
+16,196
+35% +$808K ﹤0.01% 1730
2026
Q1 		$2.18M Sell
45,867
-90
-0.2% -$4.35K ﹤0.01% 1900
2025
Q4 		$2.13M Buy
45,957
+17,615
+62% +$812K ﹤0.01% 1881
2025
Q3 		$1.3M Sell
28,342
-885
-3% -$39.8K ﹤0.01% 2214
2025
Q2 		$1.28M Buy
29,227
+166
+0.6% +$6.94K ﹤0.01% 2157
2025
Q1 		$1.22M Buy
29,061
+834
+3% +$35.6K ﹤0.01% 2107
2024
Q4 		$1.18M Buy
28,227
+6,468
+30% +$278K ﹤0.01% 2148
2024
Q3 		$925K Buy
21,759
+198
+0.9% +$8.06K ﹤0.01% 2283
2024
Q2 		$847K Buy
21,561
+789
+4% +$30.7K ﹤0.01% 2275
2024
Q1 		$817K Buy
20,772
+2,013
+11% +$75.3K ﹤0.01% 2312
2023
Q4 		$685K Buy
18,759
+1,950
+12% +$67.1K ﹤0.01% 2393
2023
Q3 		$562K Buy
16,809
+3,768
+29% +$132K ﹤0.01% 2435
2023
Q2 		$454K Sell
13,041
-3,813
-23% -$128K ﹤0.01% 2579
2023
Q1 		$559K Buy
16,854
+7,308
+77% +$241K ﹤0.01% 2452
2022
Q4 		$304K Buy
+9,546
New +$304K ﹤0.01% 2759

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

Stifel Financial's EQL Position: Q2 2026 in Review

Stifel Financial increased its ALPS Equal Sector Weight ETF (EQL) stake by 35% in Q2 2026, buying an estimated $808K and bringing the position to 62,063 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Stifel Financial first reported a position in EQL in Q4 2022 and has held it in 15 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

  • Stifel Financial held 62,063 shares of ALPS Equal Sector Weight ETF worth $3.13M as of Q2 2026.
  • Stifel Financial bought 16,196 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $808K.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1730 holding.
  • Stifel Financial first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 15 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.