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

Summit Financial 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 Q2	$3.74M	Buy	74,145 +3,324	+5%	+$166K	0.48%	40
2026 Q1	$3.37M	Buy	70,821 +2,498	+4%	+$121K	0.48%	40
2025 Q4	$3.17M	Buy	+68,323	New	+$3.15M	0.45%	42

Other funds holding EQL

Sherry Group Mountain Home, Arkansas $102M AUM

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

DCM

Delta Capital Management Red Bank, New Jersey $217M AUM 67.79% 1-Year Est. Return

Summit Financial Wealth Advisors's EQL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its ALPS Equal Sector Weight ETF (EQL) stake by 4.7% in Q2 2026, buying an estimated $166K and bringing the position to 74,145 shares worth $3.74M. The position accounts for 0.48% of the portfolio, ranked #40.

Summit Financial Wealth Advisors first reported a position in EQL in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold EQL as of Q2 2026.

Summit Financial Wealth Advisors held 74,145 shares of ALPS Equal Sector Weight ETF worth $3.74M as of Q2 2026.
Summit Financial Wealth Advisors bought 3,324 ALPS Equal Sector Weight ETF shares in Q2 2026, an estimated $166K.
ALPS Equal Sector Weight ETF made up 0.48% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Summit Financial Wealth Advisors first reported a position in ALPS Equal Sector Weight ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.