BOURGEON CAPITAL MANAGEMENT LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 86 filers reported holding ALPS ETF TR in Q3 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$525
-18.7%
140.0%0.00%
Q2 2023$646
-2.6%
140.0%0.00%
Q1 2023$663
+2.5%
140.0%0.00%
Q4 2022$647
-35.3%
140.0%0.00%
Q3 2022$1,0000.0%140.0%0.00%
Q2 2022$1,0000.0%140.0%0.00%
Q1 2022$1,0000.0%140.0%0.00%
Q4 2021$1,0000.0%140.0%0.00%
Q3 2021$1,0000.0%140.0%0.00%
Q2 2021$1,0000.0%140.0%0.00%
Q1 2021$1,00014
+366.7%
0.00%
Q4 2020$030.00%
Other shareholders
ALPS ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Navis Wealth Advisors, LLC 32,099$2,573,0002.32%
MRA Advisory Group 26,976$2,162,0002.13%
CIBC Private Wealth Group, LLC 5,318,677$426,292,0001.13%
Fulcrum Equity Management 20,335$1,630,0000.65%
American Institute for Advanced Investment Management, LLP 9,016$723,0000.58%
Wagner Wealth Management, LLC 7,424$595,0000.56%
Stelac Advisory Services LLC 17,087$1,368,0000.35%
Empowered Funds, LLC 20,370$1,633,0000.31%
Brookstone Capital Management 90,597$7,261,0000.29%
Stamos Capital Partners, L.P. 4,900$393,0000.17%
View complete list of ALPS ETF TR shareholders