ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 604 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,009,537 | +17.7% | 104,409 | +16.4% | 0.72% | +10.5% |
| Q1 2024 | $4,257,969 | +30.4% | 89,717 | +16.8% | 0.65% | +18.0% |
| Q4 2023 | $3,266,259 | +19.4% | 76,817 | +18.5% | 0.55% | +11.1% |
| Q3 2023 | $2,735,277 | +24.8% | 64,817 | +15.9% | 0.50% | +29.6% |
| Q2 2023 | $2,192,506 | +6.6% | 55,917 | +5.1% | 0.38% | -0.3% |
| Q1 2023 | $2,056,837 | +1.5% | 53,217 | 0.0% | 0.38% | -3.8% |
| Q4 2022 | $2,025,971 | +6.1% | 53,217 | +1.9% | 0.40% | -0.7% |
| Q3 2022 | $1,909,000 | +6.1% | 52,217 | 0.0% | 0.40% | +13.9% |
| Q2 2022 | $1,799,000 | -9.2% | 52,217 | +1.0% | 0.35% | +6.0% |
| Q1 2022 | $1,981,000 | +800.5% | 51,717 | +669.9% | 0.33% | +797.3% |
| Q4 2021 | $220,000 | -4.8% | 6,717 | -2.9% | 0.04% | -7.5% |
| Q3 2021 | $231,000 | +3.1% | 6,917 | -23.7% | 0.04% | -31.0% |
| Q2 2020 | $224,000 | – | 9,060 | – | 0.06% | – |
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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% |