Avalon Investment & Advisory - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 3 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$769,000
+389.8%
223,440
+1111.7%
0.02%
+566.7%
Q4 2019$157,000
-7.1%
18,4400.0%0.00%
-25.0%
Q3 2019$169,000
-7.1%
18,4400.0%0.00%0.0%
Q2 2019$182,000
-1.6%
18,4400.0%0.00%0.0%
Q1 2019$185,000
-5.6%
18,440
-17.9%
0.00%
-20.0%
Q4 2018$196,000
-18.3%
22,461
+0.0%
0.01%
-28.6%
Q3 2018$240,000
+29.7%
22,451
+22.4%
0.01%
+40.0%
Q2 2018$185,000
+8.2%
18,336
+0.2%
0.01%0.0%
Q1 2018$171,000
-8.1%
18,292
+6.2%
0.01%
-16.7%
Q4 2017$186,00017,2180.01%
Other shareholders
ALPS ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
MPS Loria Financial Planners, LLC 1,243,301$11,650,0008.21%
Camarda Financial Advisors, LLC 676,285$6,337,0006.55%
Baystate Wealth Management LLC 4,019,435$41,199,0006.24%
Edge Wealth Management LLC 1,992,854$18,673,0004.96%
New England Investment & Retirement Group, Inc. 824,360$7,724,0004.23%
Burleson & Company, LLC 671,884$6,296,0004.11%
MYDA Advisors LLC 610,000$5,716,0003.90%
McGowan Group Asset Management, Inc. 2,162,696$20,264,0003.48%
PVG ASSET MANAGEMENT CORP 572,337$5,362,797,0003.00%
SIMON QUICK ADVISORS, LLC 714,781$6,698,0002.81%
View complete list of ALPS ETF TR shareholders