ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 604 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $235,102 | +18738.3% | 4,900 | -81.4% | 0.00% | -100.0% |
| Q1 2024 | $1,248 | -64.3% | 26,300 | -68.0% | 0.00% | -60.0% |
| Q4 2023 | $3,491 | +34.3% | 82,100 | +33.3% | 0.01% | +25.0% |
| Q3 2023 | $2,600 | +21.4% | 61,600 | +12.8% | 0.00% | +33.3% |
| Q2 2023 | $2,141 | -11.6% | 54,600 | -12.9% | 0.00% | 0.0% |
| Q1 2023 | $2,423 | -17.2% | 62,700 | -18.5% | 0.00% | -25.0% |
| Q4 2022 | $2,928 | -99.9% | 76,900 | +34.7% | 0.00% | +33.3% |
| Q3 2022 | $2,088,000 | -5.9% | 57,100 | -11.3% | 0.00% | 0.0% |
| Q2 2022 | $2,219,000 | -23.3% | 64,400 | -14.7% | 0.00% | 0.0% |
| Q1 2022 | $2,892,000 | +377.2% | 75,500 | +308.1% | 0.00% | +200.0% |
| Q4 2021 | $606,000 | -71.9% | 18,500 | -73.9% | 0.00% | -66.7% |
| Q1 2021 | $2,159,000 | +155.8% | 70,800 | +115.2% | 0.00% | +200.0% |
| Q4 2020 | $844,000 | – | 32,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALLEN WEALTH MANAGEMENT, LLC | 318,725 | $15,292,405 | 13.61% |
| VISTA FINANCE, LLC | 156,205 | $7,494,739 | 11.48% |
| SEARCY FINANCIAL SERVICES INC /ADV | 321,083 | $15,405,571 | 7.69% |
| SOUTHPORT MANAGEMENT, L.L.C. | 30,500 | $1,463,390 | 6.55% |
| RATIONAL ADVISORS LLC | 1,281,676 | $61,494,814 | 6.00% |
| Madison Park Capital Advisors, LLC | 144,581 | $6,937,007 | 5.80% |
| Naviter Wealth, LLC | 768,276 | $36,861,863 | 5.50% |
| Lake Hills Wealth Management, LLC | 159,493 | $7,652,474 | 5.49% |
| FORTEM FINANCIAL GROUP, LLC | 230,727 | $11,070,281 | 4.76% |
| IronBridge Private Wealth, LLC | 260,861 | $12,516,112 | 4.68% |