ALPS ETF TR's ticker is HVPW and the CUSIP is 00162Q734.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $21,000 | +75.0% | 1,080 | +76.2% | 0.00% | – |
| Q4 2016 | $12,000 | 0.0% | 613 | 0.0% | 0.00% | – |
| Q3 2016 | $12,000 | 0.0% | 613 | 0.0% | 0.00% | – |
| Q2 2016 | $12,000 | 0.0% | 613 | 0.0% | 0.00% | – |
| Q1 2016 | $12,000 | -92.4% | 613 | -91.9% | 0.00% | – |
| Q4 2015 | $158,000 | +105.2% | 7,532 | +125.2% | 0.00% | – |
| Q2 2015 | $77,000 | +541.7% | 3,344 | +568.8% | 0.00% | – |
| Q4 2014 | $12,000 | -20.0% | 500 | -16.7% | 0.00% | – |
| Q4 2013 | $15,000 | -51.6% | 600 | -49.2% | 0.00% | – |
| Q3 2013 | $31,000 | – | 1,180 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 29,968 | $775,000 | 0.24% |
| WFG Advisors, LP | 12,860 | $333,000 | 0.05% |
| Partnervest Advisory Services LLC | 1,674 | $43,000 | 0.02% |
| LPL Financial LLC | 103,048 | $2,665,000 | 0.02% |
| ROYAL BANK OF CANADA | 1,180 | $31,000 | 0.00% |
| UBS AG | 439 | $11,000 | 0.00% |
| AMERIPRISE FINANCIAL INC | 6,730 | $174,000 | 0.00% |