ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 10 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,931,471 | +32.3% | 472,310 | +22.9% | 0.06% | -26.9% |
| Q2 2023 | $15,069,214 | +5.2% | 384,321 | +3.7% | 0.08% | +160.0% |
| Q1 2023 | $14,326,241 | +98.2% | 370,666 | +95.2% | 0.03% | +87.5% |
| Q4 2022 | $7,229,112 | +1.7% | 189,890 | -2.4% | 0.02% | -15.8% |
| Q3 2022 | $7,111,000 | +7.8% | 194,513 | +1.6% | 0.02% | +11.8% |
| Q2 2022 | $6,595,000 | -10.3% | 191,423 | -0.3% | 0.02% | +6.2% |
| Q1 2022 | $7,351,000 | -29.4% | 191,941 | -39.6% | 0.02% | -27.3% |
| Q4 2021 | $10,412,000 | +7.1% | 318,026 | +9.0% | 0.02% | -8.3% |
| Q3 2021 | $9,723,000 | -3.7% | 291,719 | +5.2% | 0.02% | -7.7% |
| Q2 2021 | $10,095,000 | +45.2% | 277,268 | +21.6% | 0.03% | +13.0% |
| Q1 2021 | $6,954,000 | +82.6% | 227,989 | +53.6% | 0.02% | +91.7% |
| Q4 2020 | $3,809,000 | +30.6% | 148,425 | +1.7% | 0.01% | +9.1% |
| Q3 2020 | $2,916,000 | -28.4% | 145,927 | -11.5% | 0.01% | -42.1% |
| Q2 2020 | $4,071,000 | – | 164,937 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 695,935 | $26,654,000 | 8.89% |
| Golden Green, Inc. | 231,211 | $8,855,000 | 7.28% |
| RATIONAL ADVISORS LLC | 2,937,507 | $112,506,000 | 6.66% |
| FWL INVESTMENT MANAGEMENT, LLC | 254,585 | $9,751,000 | 6.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 252,793 | $9,682,000 | 5.68% |
| Chicago Wealth Management, Inc. | 215,024 | $8,235,000 | 5.53% |
| Householder Group Estate & Retirement Specialist, LLC | 290,701 | $11,134,000 | 4.49% |
| VisionPoint Advisory Group, LLC | 224,552 | $8,136,000 | 3.77% |
| MUHLENKAMP & CO INC | 281,693 | $10,789,000 | 3.76% |
| Friedenthal Financial | 162,787 | $6,235,000 | 3.69% |