Evercore Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 529 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 ↓
MPS Loria Financial Planners, LLC 1,730,925$17,361,00011.51%
Emerson Wealth, LLC 1,198,574$12,022,0009.18%
SIMON QUICK ADVISORS, LLC 2,049,120$20,553,0008.57%
Boothe Investment Group, Inc. 552,311$5,540,0006.91%
Baystate Wealth Management LLC 4,555,204$45,506,0006.02%
VCU Investment Management Co 2,350,642$23,577,0005.72%
TWIN FOCUS CAPITAL PARTNERS, LLC 1,089,285$10,926,0005.12%
Crestone Asset Management LLC 1,259,919$12,637,0004.46%
Diameter Capital Partners LP 1,250,000$12,538,0004.39%
Credit Capital Investments LLC 400,000$4,012,0004.32%
View complete list of ALPS ETF TR shareholders