Evercore Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 528 filers reported holding ALPS ETF TR in Q1 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$51,000
+410.0%
14,755
+1539.4%
0.00%
Q4 2017$10,000
-97.2%
900
-97.1%
0.00%
-100.0%
Q3 2017$352,000
-6.1%
31,3500.0%0.01%0.0%
Q2 2017$375,000
-3.1%
31,350
+3.0%
0.01%
-6.7%
Q1 2017$387,000
+35.3%
30,450
+34.1%
0.02%
+25.0%
Q4 2016$286,000
+5.9%
22,700
+6.6%
0.01%
+9.1%
Q3 2016$270,000
-0.4%
21,3000.0%0.01%
-8.3%
Q2 2016$271,000
+16.3%
21,3000.0%0.01%
+20.0%
Q1 2016$233,000
-9.3%
21,3000.0%0.01%
-16.7%
Q4 2015$257,000
-2.7%
21,3000.0%0.01%
-7.7%
Q3 2015$264,000
-20.7%
21,3000.0%0.01%
-13.3%
Q2 2015$333,000
-5.9%
21,3000.0%0.02%
-6.2%
Q1 2015$354,000
-13.2%
21,3000.0%0.02%
-20.0%
Q3 2014$408,000
+0.7%
21,3000.0%0.02%
-4.8%
Q2 2014$405,000
+7.7%
21,3000.0%0.02%0.0%
Q1 2014$376,000
-0.8%
21,3000.0%0.02%0.0%
Q4 2013$379,000
+0.8%
21,3000.0%0.02%
-4.5%
Q3 2013$376,000
+24.1%
21,300
+25.3%
0.02%
+29.4%
Q2 2013$303,00017,0000.02%
Other shareholders
ALPS ETF TR shareholders Q1 2017
NameSharesValueWeighting ↓
Zions Bancorporation, N.A. 1,800,573$15,719,00011.50%
Emerson Wealth, LLC 1,208,938$10,554,00010.18%
Guild Investment Management, Inc. 304,380$2,657,0009.16%
MPS Loria Financial Planners, LLC 1,340,964$11,706,0008.40%
SIMON QUICK ADVISORS, LLC 2,631,603$22,974,0008.35%
Camarda Financial Advisors, LLC 658,074$5,745,0006.83%
Baystate Wealth Management LLC 4,382,696$43,213,0006.30%
Boothe Investment Group, Inc. 557,992$4,871,0006.25%
Crestone Asset Management LLC 1,898,677$16,575,0006.23%
TAM Capital Management Inc. 597,500$5,216,0005.99%
View complete list of ALPS ETF TR shareholders