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 | $229,948 | +7.6% | 5,449 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $213,655 | +1.4% | 5,449 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $210,604 | -45.9% | 5,449 | -46.7% | 0.01% | -45.0% |
| Q4 2022 | $388,961 | +13.1% | 10,217 | +8.5% | 0.02% | 0.0% |
| Q3 2022 | $344,000 | -9.5% | 9,417 | -14.5% | 0.02% | +5.3% |
| Q2 2022 | $380,000 | +5.3% | 11,017 | +17.0% | 0.02% | +11.8% |
| Q1 2022 | $361,000 | +8.4% | 9,417 | -7.4% | 0.02% | +21.4% |
| Q4 2021 | $333,000 | -22.2% | 10,166 | -20.9% | 0.01% | -26.3% |
| Q3 2021 | $428,000 | -2.9% | 12,852 | +6.2% | 0.02% | -5.0% |
| Q2 2021 | $441,000 | +63.3% | 12,103 | +36.6% | 0.02% | +66.7% |
| Q1 2021 | $270,000 | – | 8,859 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 621,528 | $21,412,000 | 8.78% |
| Golden Green, Inc. | 234,453 | $8,077,000 | 8.46% |
| SEARCY FINANCIAL SERVICES INC /ADV | 365,464 | $12,590,000 | 7.81% |
| Bullseye Investment Management, LLC | 233,160 | $8,032,000 | 7.19% |
| Chicago Wealth Management, Inc. | 221,068 | $7,616,000 | 6.80% |
| VISTA FINANCE, LLC | 133,747 | $4,608,000 | 6.02% |
| RATIONAL ADVISORS LLC | 2,388,873 | $82,296,000 | 5.92% |
| FWL INVESTMENT MANAGEMENT, LLC | 219,257 | $7,553,000 | 5.48% |
| MUHLENKAMP & CO INC | 281,100 | $9,684,000 | 4.54% |
| Householder Group Estate & Retirement Specialist, LLC | 290,428 | $10,005,000 | 4.47% |