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 | $4,505,576 | -0.0% | 93,905 | -1.1% | 0.04% | -2.4% |
| Q1 2024 | $4,506,115 | -4.5% | 94,945 | -14.5% | 0.04% | -10.9% |
| Q4 2023 | $4,719,049 | -0.4% | 110,984 | -1.1% | 0.05% | -9.8% |
| Q3 2023 | $4,736,410 | +5.9% | 112,237 | -1.6% | 0.05% | +8.5% |
| Q2 2023 | $4,471,883 | +6.5% | 114,049 | +4.9% | 0.05% | 0.0% |
| Q1 2023 | $4,198,106 | +2.6% | 108,743 | +1.1% | 0.05% | -2.1% |
| Q4 2022 | $4,092,003 | +5.4% | 107,605 | +1.2% | 0.05% | -5.9% |
| Q3 2022 | $3,884,000 | +15.6% | 106,319 | +9.1% | 0.05% | +21.4% |
| Q2 2022 | $3,361,000 | +10.6% | 97,442 | +22.8% | 0.04% | +27.3% |
| Q1 2022 | $3,038,000 | +26.7% | 79,320 | +7.6% | 0.03% | +26.9% |
| Q4 2021 | $2,397,000 | -5.3% | 73,693 | -2.9% | 0.03% | -10.3% |
| Q3 2021 | $2,531,000 | -8.4% | 75,930 | +0.0% | 0.03% | -9.4% |
| Q2 2021 | $2,764,000 | +21.2% | 75,919 | +1.5% | 0.03% | +10.3% |
| Q1 2021 | $2,281,000 | +27.5% | 74,775 | +6.9% | 0.03% | +7.4% |
| Q4 2020 | $1,789,000 | +23.6% | 69,929 | -3.4% | 0.03% | +8.0% |
| Q3 2020 | $1,447,000 | -14.7% | 72,403 | +5.3% | 0.02% | -21.9% |
| Q2 2020 | $1,697,000 | – | 68,773 | – | 0.03% | – |
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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% |