Purchases and Sales Made in Q2 2025 in Alps ETF Tr Equal Sector Weigh (EQL)
This table provides information about the institutional ownership of Alps ETF Tr Equal Sector Weigh (EQL) during Q2 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR EQUAL SECTOR WEIGH.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.01M+ 239.8% |
$37.6M - $44.1M
|
1.42M
$63.8M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
621K+ 205.85% |
$23.2M - $27.2M
|
922K
$41.3M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
518K+ 231.57% |
$19.4M - $22.7M
|
742K
$33.3M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
229K+ 135.63% |
$8.54M - $10M
|
397K
$17.8M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 325.88% |
$8.02M - $9.42M
|
281K
$12.6M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 198.09% |
$5.91M - $6.94M
|
238K
$10.7M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
103K+ 181.35% |
$3.86M - $4.53M
|
160K
$7.18M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
80.9K+ 731.56% |
$3.02M - $3.55M
|
92K
$4.12M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.6K+ 392.62% |
$1.97M - $2.31M
|
66K
$2.96M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.4K+ 281.23% |
$1.32M - $1.55M
|
48K
$2.15M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.1K+ 13511.15% |
$1.31M - $1.54M
|
35.4K
$1.59M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
33.7K+ 160.69% |
$1.26M - $1.48M
|
54.7K
$2.45M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.5K+ 237.31% |
$1.03M - $1.21M
|
39.2K
$1.75M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
21.7K+ 201.86% |
$811K - $952K
|
32.5K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.5K+ 201.71% |
$730K - $857K
|
29.2K
$1.31M
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
18.8K+ 200.0% |
$701K - $823K
|
28.2K
$1.26M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 171.44% |
$660K - $775K
|
28K
$1.25M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 207.52% |
$655K - $769K
|
26K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2KNew |
$531K - $623K
|
14.2K
$637K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
13.7K+ 201.14% |
$513K - $603K
|
20.6K
$922K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 428.43% |
$416K - $488K
|
13.7K
$615K
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.77K+ 78.92% |
$328K - $384K
|
19.9K
$891K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.54K+ 64.87% |
$319K - $374K
|
21.7K
$973K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.35K+ 1350.65% |
$312K - $366K
|
8.97K
$402K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.26K+ 183.56% |
$309K - $362K
|
12.8K
$572K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.48KNew |
$242K - $284K
|
6.48K
$291K
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.78K+ 177.64% |
$216K - $253K
|
9.03K
$405K
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.01K+ 200.0% |
$187K - $220K
|
7.51K
$336K
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.4K+ 201.28% |
$165K - $193K
|
6.59K
$295K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.35K+ 200.0% |
$163K - $191K
|
6.53K
$292K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.88K+ 200.0% |
$145K - $170K
|
5.81K
$261K
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.2K+ 200.0% |
$120K - $140K
|
4.8K
$215K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.19K+ 200.0% |
$119K - $140K
|
4.79K
$214K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.78K+ 143.67% |
$104K - $122K
|
4.72K
$211K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.58KNew |
$59.1K - $69.4K
|
1.58K
$70.9K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.2K+ 200.0% |
$44.8K - $52.6K
|
1.8K
$80.7K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
867New |
$32.4K - $38K
|
867
$38.9K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
806+ 160.56% |
$30.1K - $35.3K
|
1.31K
$58.6K
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
800+ 200.0% |
$29.9K - $35.1K
|
1.2K
$53.8K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
400New |
$14.9K - $17.5K
|
400
$17.9K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
314+ 200.0% |
$11.7K - $13.8K
|
471
$21.1K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
230+ 389.83% |
$8.59K - $10.1K
|
289
$13K
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
104+ 200.0% |
$3.89K - $4.56K
|
156
$6.99K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 202.27% |
$3.33K - $3.9K
|
133
$5.96K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-247- 3.32% |
$9.23K - $10.8K
|
7.2K
$322K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-729- 3.83% |
$27.2K - $32K
|
18.3K
$821K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.33K- 20.61% |
$162K - $190K
|
16.7K
$747K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.42K- 27.7% |
$277K - $325K
|
19.4K
$868K
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-145K- 13.48% |
$5.41M - $6.35M
|
930K
$41.7M
|