EVERGREEN CAPITAL MANAGEMENT LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 516 filers reported holding ALPS ETF TR in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2024$7,651,192
+1.6%
159,466
+0.5%
0.28%
-2.8%
Q1 2024$7,531,577
-6.1%
158,693
-15.9%
0.28%
-13.1%
Q4 2023$8,023,227
+0.7%
188,693
-0.1%
0.33%
-6.0%
Q3 2023$7,969,211
+8.2%
188,844
+0.5%
0.35%
+13.7%
Q2 2023$7,365,003
+12.4%
187,835
+10.8%
0.31%
+4.4%
Q1 2023$6,552,586
+4.1%
169,537
+2.6%
0.29%
-0.7%
Q4 2022$6,293,386
-4.2%
165,311
-8.0%
0.30%
-13.7%
Q3 2022$6,566,000
+5.8%
179,603
-0.3%
0.34%
+6.2%
Q2 2022$6,208,000
-13.2%
180,191
-3.6%
0.32%
+11.0%
Q1 2022$7,156,000
-10.4%
186,836
-23.4%
0.29%
-9.1%
Q4 2021$7,985,000
+26.7%
243,878
+29.0%
0.32%
+12.3%
Q3 2021$6,301,000
-7.6%
189,054
+0.9%
0.28%
-12.6%
Q2 2021$6,822,000
+21.2%
187,376
+1.5%
0.33%
+12.8%
Q1 2021$5,629,000
+19.9%
184,559
+0.9%
0.29%
+5.5%
Q4 2020$4,695,000
+9.1%
182,968
-15.1%
0.27%
-7.7%
Q3 2020$4,305,000
+19.8%
215,462
+47.9%
0.30%
+9.2%
Q2 2020$3,594,000145,6440.27%
Other shareholders
ALPS ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
ALLEN WEALTH MANAGEMENT, LLC 318,725$15,292,40513.61%
VISTA FINANCE, LLC 156,205$7,494,73911.48%
SEARCY FINANCIAL SERVICES INC /ADV 321,083$15,405,5717.69%
SOUTHPORT MANAGEMENT, L.L.C. 30,500$1,463,3906.55%
RATIONAL ADVISORS LLC 1,281,676$61,494,8146.00%
Madison Park Capital Advisors, LLC 144,581$6,937,0075.80%
Naviter Wealth, LLC 768,276$36,861,8635.50%
Lake Hills Wealth Management, LLC 159,493$7,652,4745.49%
FORTEM FINANCIAL GROUP, LLC 230,727$11,070,2814.76%
IronBridge Private Wealth, LLC 260,861$12,516,1124.68%
View complete list of ALPS ETF TR shareholders