Wharton Business Group, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 525 filers reported holding ALPS ETF TR in Q3 2017. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wharton Business Group, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$1,689,000
-65.2%
491,105
-14.0%
0.19%
-57.6%
Q4 2019$4,854,000
+4.9%
571,105
+12.8%
0.45%
-2.8%
Q3 2019$4,628,000
-7.2%
506,3400.0%0.46%
-8.7%
Q2 2019$4,987,000
-1.8%
506,3400.0%0.51%
-3.4%
Q1 2019$5,079,000
+14.9%
506,3400.0%0.53%
+1.0%
Q4 2018$4,420,000
-6.3%
506,340
+14.7%
0.52%
+11.3%
Q3 2018$4,715,000
+5.8%
441,4650.0%0.47%
+0.9%
Q2 2018$4,458,000
+14.1%
441,465
+5.9%
0.46%
+14.9%
Q1 2018$3,906,000
-13.4%
416,855
-0.2%
0.40%
-13.7%
Q4 2017$4,509,000
-3.8%
417,8550.0%0.47%
-5.5%
Q3 2017$4,688,000
-6.0%
417,855
+0.2%
0.50%
-6.8%
Q2 2017$4,986,000
+4.7%
416,855
+11.2%
0.53%
+4.3%
Q1 2017$4,763,000
+0.9%
374,7300.0%0.51%
-8.9%
Q4 2016$4,722,000
+5.0%
374,730
+5.8%
0.56%
+0.9%
Q3 2016$4,496,000
-0.2%
354,2700.0%0.55%
+3.9%
Q2 2016$4,506,000
+16.5%
354,2700.0%0.53%
+24.8%
Q1 2016$3,869,000
-9.4%
354,2700.0%0.43%
+1.2%
Q4 2015$4,269,000
-11.9%
354,270
-8.8%
0.42%
-11.9%
Q3 2015$4,847,000
-30.6%
388,350
-13.4%
0.48%
+3.5%
Q2 2015$6,980,000
-27.3%
448,587
-22.6%
0.46%
-41.5%
Q1 2015$9,603,000
-17.1%
579,562
-12.3%
0.79%
-17.4%
Q4 2014$11,577,000
-55.9%
660,762
-51.7%
0.96%
-58.9%
Q3 2014$26,230,000
+98.0%
1,368,277
+96.3%
2.33%
+59.4%
Q2 2014$13,247,000
+4.3%
697,187
-3.1%
1.46%
+42.8%
Q1 2014$12,702,000
+2.1%
719,262
+2.9%
1.02%
-2.3%
Q4 2013$12,435,000
+30.0%
698,997
+28.5%
1.05%
+30.0%
Q3 2013$9,566,000
+6.8%
543,805
+8.4%
0.81%
+3.2%
Q2 2013$8,956,000501,7200.78%
Other shareholders
ALPS ETF TR shareholders Q3 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