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Wealthspire Advisors (New York)’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Wealthspire Advisors (New York)’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
-3,240
Closed -$149K – 1589
2025
Q3 		$149K Buy
+3,240
New +$146K ﹤0.01% 889

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 $751M 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

Wealthspire Advisors (New York)'s EQL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ALPS Equal Sector Weight ETF (EQL) in Q4 2025, closing a stake of 3,240 shares — an estimated $149K sold.

Wealthspire Advisors (New York) first reported a position in EQL in Q3 2025 and held it in 1 quarter. The position peaked at $149K in Q3 2025. 65 funds tracked by Wall St. Rank hold EQL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ALPS Equal Sector Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,240 ALPS Equal Sector Weight ETF shares in Q4 2025, an estimated $149K.
  • Wealthspire Advisors (New York) first reported a position in ALPS Equal Sector Weight ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ALPS Equal Sector Weight ETF position peaked at $149K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.