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Total Investment Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Total Investment Management’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
Q2 		– Sell
-6,888
Closed -$288K – 893
2025
Q1 		$289K Buy
6,888
+3
+0% +$128 0.04% 54
2024
Q4 		$287K Buy
6,885
+3
+0% +$129 0.04% 58
2024
Q3 		$293K Hold
6,882
– – 0.03% 52
2024
Q2 		$270K Buy
6,882
+3
+0% +$117 0.04% 52
2024
Q1 		$271K Sell
6,879
-1,197
-15% -$44.8K 0.03% 56
2023
Q4 		$295K Buy
8,076
+3
+0% +$103 0.04% 53
2023
Q3 		$270K Sell
8,073
-549
-6% -$19.2K 0.04% 54
2023
Q2 		$300K Buy
8,622
+3
+0% +$100 0.04% 52
2023
Q1 		$286K Sell
8,619
-2,583
-23% -$85K 0.05% 50
2022
Q4 		$357K Sell
11,202
-1,499,535
-99% -$47.8M 0.09% 37
2022
Q3 		$44.4M Buy
+1,510,737
New +$49.2M 8.97% 5

Other funds holding EQL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 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
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

Total Investment Management's EQL Position: Q2 2025 in Review

Total Investment Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2025, closing a stake of 6,888 shares — an estimated $288K sold.

Total Investment Management first reported a position in EQL in Q3 2022 and held it in 11 quarters. The position peaked at $44.4M in Q3 2022. 54 funds tracked by Wall St. Rank hold EQL as of Q2 2025.

  • Total Investment Management reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Total Investment Management sold 6,888 ALPS Equal Sector Weight ETF shares in Q2 2025, an estimated $288K.
  • Total Investment Management first reported a position in ALPS Equal Sector Weight ETF in Q3 2022 and held it in 11 quarters.
  • Total Investment Management's ALPS Equal Sector Weight ETF position peaked at $44.4M in Q3 2022.
  • 54 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2025.

Based on Total Investment Management's 13F filing for Q2 2025, filed 29 Aug 2025.