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
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 $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial's EQL Position: Q1 2026 in Review

Stifel Financial reduced its ALPS Equal Sector Weight ETF (EQL) stake by 0.2% in Q1 2026, selling an estimated $4.35K and leaving 45,867 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Stifel Financial first reported a position in EQL in Q4 2022 and has held it in 14 quarters since. 64 funds tracked by Wall St. Rank hold EQL as of Q1 2026.

  • Stifel Financial held 45,867 shares of ALPS Equal Sector Weight ETF worth $2.18M as of Q1 2026.
  • Stifel Financial sold 90 ALPS Equal Sector Weight ETF shares in Q1 2026, an estimated $4.35K.
  • ALPS Equal Sector Weight ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1900 holding.
  • Stifel Financial first reported a position in ALPS Equal Sector Weight ETF in Q4 2022 and has held it in 14 quarters since.
  • 64 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.