Samalin Investment Counsel, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 516 filers reported holding ALPS ETF TR in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
Samalin Investment Counsel, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2024$1,183,231
+62.2%
24,660
+60.4%
0.55%
+58.9%
Q1 2024$729,509
+17.6%
15,371
+5.3%
0.35%
+11.2%
Q4 2023$620,423
-47.4%
14,591
-47.8%
0.31%
-53.8%
Q3 2023$1,180,132
-14.3%
27,965
-20.4%
0.68%
-9.0%
Q2 2023$1,377,522
-8.8%
35,132
-10.1%
0.74%
-18.2%
Q1 2023$1,510,029
-7.3%
39,069
-8.7%
0.91%
-11.5%
Q4 2022$1,628,331
-2.7%
42,772
-6.6%
1.03%
-16.2%
Q3 2022$1,674,000
+2.3%
45,779
-3.6%
1.23%
+6.5%
Q2 2022$1,636,000
-7.5%
47,480
+2.8%
1.15%
+7.5%
Q1 2022$1,769,000
+5.2%
46,179
-10.1%
1.07%
+6.3%
Q4 2021$1,681,000
-3.3%
51,339
-1.6%
1.01%
-10.8%
Q3 2021$1,739,000
-2.8%
52,165
+6.2%
1.13%
-2.5%
Q2 2021$1,789,000
+9.0%
49,136
-8.8%
1.16%
+5.3%
Q1 2021$1,642,000
+22.9%
53,853
+3.4%
1.10%
+9.9%
Q4 2020$1,336,000
+75.1%
52,082
+36.4%
1.00%
+47.3%
Q3 2020$763,000
-34.1%
38,196
-18.5%
0.68%
-43.8%
Q2 2020$1,157,00046,8951.21%
Other shareholders
ALPS ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
ALLEN WEALTH MANAGEMENT, LLC 318,725$15,292,40513.61%
VISTA FINANCE, LLC 156,205$7,494,73911.48%
SEARCY FINANCIAL SERVICES INC /ADV 321,083$15,405,5717.69%
SOUTHPORT MANAGEMENT, L.L.C. 30,500$1,463,3906.55%
RATIONAL ADVISORS LLC 1,281,676$61,494,8146.00%
Madison Park Capital Advisors, LLC 144,581$6,937,0075.80%
Naviter Wealth, LLC 768,276$36,861,8635.50%
Lake Hills Wealth Management, LLC 159,493$7,652,4745.49%
FORTEM FINANCIAL GROUP, LLC 230,727$11,070,2814.76%
IronBridge Private Wealth, LLC 260,861$12,516,1124.68%
View complete list of ALPS ETF TR shareholders