ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 67 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487 | +2.3% | 13,320 | +26.4% | 0.01% | 0.0% |
| Q2 2023 | $476 | +1.9% | 10,537 | +4.9% | 0.01% | 0.0% |
| Q1 2023 | $467 | -49.6% | 10,042 | -50.7% | 0.01% | -46.2% |
| Q4 2022 | $926 | -99.7% | 20,364 | +309.7% | 0.01% | +160.0% |
| Q3 2022 | $276,000 | -4.2% | 4,971 | +9.1% | 0.01% | +25.0% |
| Q1 2022 | $288,000 | +2.9% | 4,556 | +7.6% | 0.00% | -20.0% |
| Q3 2021 | $280,000 | -5.1% | 4,236 | +9.0% | 0.01% | -16.7% |
| Q2 2021 | $295,000 | -27.2% | 3,887 | -25.1% | 0.01% | -33.3% |
| Q1 2021 | $405,000 | – | 5,187 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 22,299 | $1,036,680 | 1.03% |
| Navis Wealth Advisors, LLC | 19,912 | $925,723 | 1.02% |
| CIBC Private Wealth Group, LLC | 12,174,446 | $565,989,978 | 0.63% |
| Ulland Investment Advisors, LLC | 8,965 | $417 | 0.49% |
| DUDLEY & SHANLEY, INC. | 52,050 | $2,419,804 | 0.46% |
| ERn Financial, LLC | 42,717 | $1,985,936 | 0.44% |
| Money Design Co.,Ltd. | 115,493 | $5,369 | 0.32% |
| TOBIAS FINANCIAL ADVISORS, INC. | 12,538 | $582,892 | 0.17% |
| Tempus Wealth Planning, LLC | 6,274 | $291,678 | 0.14% |
| Westside Investment Management, Inc. | 8,645 | $400,265 | 0.12% |