HBK Sorce Advisory LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 682 filers reported holding ALPS ETF TR in Q4 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$67,000
-33.0%
19,410
+65.5%
0.01%
-22.2%
Q4 2019$100,000
-6.5%
11,7310.0%0.01%
-10.0%
Q3 2019$107,000
+0.9%
11,731
+8.6%
0.01%0.0%
Q2 2019$106,000
-1.9%
10,8010.0%0.01%
-9.1%
Q1 2019$108,000
-16.3%
10,801
-10.8%
0.01%
-26.7%
Q3 2018$129,000
+10.3%
12,104
+4.6%
0.02%
+15.4%
Q2 2018$117,000
+3.5%
11,572
-4.1%
0.01%
-7.1%
Q1 2018$113,000
-42.6%
12,066
-33.8%
0.01%
-39.1%
Q4 2017$197,000
+6.5%
18,214
+10.3%
0.02%
-17.9%
Q3 2017$185,000
-10.2%
16,513
-4.1%
0.03%
-15.2%
Q2 2017$206,000
-5.9%
17,211
+0.0%
0.03%
-10.8%
Q1 2017$219,000
+0.9%
17,209
+0.0%
0.04%
-5.1%
Q4 2016$217,000
+3.8%
17,208
+4.3%
0.04%
-7.1%
Q3 2016$209,000
-0.5%
16,506
+0.0%
0.04%
-6.7%
Q2 2016$210,000
+8.8%
16,505
-6.8%
0.04%0.0%
Q1 2016$193,000
-41.0%
17,707
-32.3%
0.04%
-57.5%
Q3 2015$327,000
-56.2%
26,165
-45.5%
0.11%
-58.3%
Q2 2015$747,000
+9.9%
48,018
+17.0%
0.25%
+9.5%
Q1 2015$680,000
-16.6%
41,027
-11.8%
0.23%
-17.4%
Q4 2014$815,000
-1.5%
46,542
+7.9%
0.28%
-6.0%
Q3 2014$827,000
+64.4%
43,121
+55.1%
0.30%
+70.9%
Q2 2014$503,000
+108.7%
27,800
+103.8%
0.18%
+98.9%
Q1 2014$241,000
+3.4%
13,640
+4.4%
0.09%
+4.8%
Q4 2013$233,00013,0700.08%
Other shareholders
ALPS ETF TR shareholders Q4 2019
NameSharesValueWeighting ↓
Crestone Asset Management LLC 1,462,384$18,558,00010.51%
Baystate Wealth Management LLC 2,947,769$37,407,0008.10%
Verger Capital Management LLC 1,095,274$13,899,0006.21%
Dakota Wealth Management 704,743$8,943,0005.81%
Coyle Financial Counsel LLC 304,180$3,845,0005.55%
Weatherstone Capital Management 528,888$6,712,0005.50%
Advocacy Wealth Management Services, LLC 1,031,165$13,085,0005.07%
First PREMIER Bank 488,637$6,201,0004.68%
Guild Investment Management, Inc. 366,100$4,646,0004.64%
PECONIC PARTNERS LLC 2,862,570$36,326,0004.60%
View complete list of ALPS ETF TR shareholders