ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 536 filers reported holding ALPS ETF TR in Q4 2022. The put-call ratio across all filers is 0.93 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $793,589 | +1.1% | 16,540 | +0.0% | 0.16% | +1.9% |
| Q1 2024 | $784,609 | +105785.2% | 16,532 | -5.1% | 0.16% | -4.1% |
| Q4 2023 | $741 | -0.1% | 17,421 | -0.9% | 0.17% | -8.2% |
| Q3 2023 | $742 | +5.8% | 17,578 | -1.7% | 0.18% | +12.2% |
| Q2 2023 | $701 | -3.6% | 17,877 | -4.9% | 0.16% | -9.9% |
| Q1 2023 | $727 | -23.3% | 18,798 | -24.5% | 0.18% | -27.8% |
| Q4 2022 | $948 | -99.9% | 24,897 | +8.7% | 0.25% | -26.5% |
| Q3 2022 | $837,000 | +19.4% | 22,897 | +12.5% | 0.34% | +26.6% |
| Q2 2022 | $701,000 | -12.0% | 20,359 | -2.1% | 0.27% | +2.7% |
| Q1 2022 | $797,000 | +17.0% | 20,803 | 0.0% | 0.26% | +27.5% |
| Q4 2021 | $681,000 | -1.9% | 20,803 | -0.1% | 0.21% | -10.0% |
| Q3 2021 | $694,000 | +6.6% | 20,818 | +16.4% | 0.23% | +8.5% |
| Q2 2021 | $651,000 | – | 17,883 | – | 0.21% | – |
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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% |