ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 90 filers reported holding ALPS ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,070 | -17.4% | 8,889 | +2.0% | 0.00% | – |
| Q2 2023 | $393,688 | -8.8% | 8,714 | -6.1% | 0.00% | – |
| Q1 2023 | $431,672 | +37.9% | 9,285 | +35.0% | 0.00% | – |
| Q4 2022 | $312,964 | -28.7% | 6,880 | -13.1% | 0.00% | – |
| Q3 2022 | $439,000 | +11.4% | 7,913 | -2.5% | 0.00% | – |
| Q2 2022 | $394,000 | -25.4% | 8,112 | -2.8% | 0.00% | – |
| Q1 2022 | $528,000 | +13.5% | 8,344 | +15.1% | 0.00% | – |
| Q4 2021 | $465,000 | -1.3% | 7,250 | +1.8% | 0.00% | – |
| Q3 2021 | $471,000 | +22.3% | 7,122 | +40.2% | 0.00% | – |
| Q2 2021 | $385,000 | +86.0% | 5,081 | +91.1% | 0.00% | – |
| Q1 2021 | $207,000 | -17.9% | 2,659 | -41.6% | 0.00% | – |
| Q3 2020 | $252,000 | – | 4,555 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 32,099 | $2,573,000 | 2.32% |
| MRA Advisory Group | 26,976 | $2,162,000 | 2.13% |
| CIBC Private Wealth Group, LLC | 5,318,677 | $426,292,000 | 1.13% |
| Fulcrum Equity Management | 20,335 | $1,630,000 | 0.65% |
| American Institute for Advanced Investment Management, LLP | 9,016 | $723,000 | 0.58% |
| Wagner Wealth Management, LLC | 7,424 | $595,000 | 0.56% |
| Stelac Advisory Services LLC | 17,087 | $1,368,000 | 0.35% |
| Empowered Funds, LLC | 20,370 | $1,633,000 | 0.31% |
| Brookstone Capital Management | 90,597 | $7,261,000 | 0.29% |
| Stamos Capital Partners, L.P. | 4,900 | $393,000 | 0.17% |