BOURGEON CAPITAL MANAGEMENT LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 71 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is - 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 Q1 2023
NameSharesValueWeighting ↓
CMC Financial Group 55,476$4,329,0002.60%
MRA Advisory Group 32,474$2,534,0002.39%
Navis Wealth Advisors, LLC 34,042$2,656,0002.06%
Clal Insurance Enterprises Holdings Ltd 1,716,850$133,966,0001.55%
CIBC Private Wealth Group, LLC 5,739,768$447,874,0001.13%
American Institute for Advanced Investment Management, LLP 12,311$961,0000.73%
Fulcrum Equity Management 11,651$909,0000.36%
Empowered Funds, LLC 20,370$1,633,0000.31%
Wagner Wealth Management, LLC 4,679$365,0000.29%
Westside Investment Management, Inc. 6,195$78,044,0000.21%
View complete list of ALPS ETF TR shareholders