Baystate Wealth Management LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 452 filers reported holding ALPS ETF TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q4 2023$182,140
+16.8%
4,283
+15.9%
0.01%0.0%
Q3 2023$155,925
+9.8%
3,694
+2.0%
0.01%
+8.3%
Q2 2023$141,981
+3.7%
3,621
+2.2%
0.01%0.0%
Q1 2023$136,942
+103643.9%
3,543
+1.9%
0.01%0.0%
Q4 2022$132
-99.9%
3,476
+1.8%
0.01%
-7.7%
Q3 2022$125,000
-33.2%
3,414
-37.1%
0.01%
-27.8%
Q2 2022$187,000
-8.3%
5,429
+1.9%
0.02%0.0%
Q1 2022$204,000
+19.3%
5,329
+1.9%
0.02%
+20.0%
Q4 2021$171,000
+62.9%
5,228
+65.5%
0.02%
+50.0%
Q3 2021$105,000
-7.1%
3,159
+2.1%
0.01%
-9.1%
Q2 2021$113,000
+140.4%
3,094
+101.6%
0.01%
+120.0%
Q1 2021$47,000
+235.7%
1,535
+121.5%
0.01%
+150.0%
Q3 2020$14,000
-65.0%
693
-56.7%
0.00%
-60.0%
Q2 2020$40,0001,6020.01%
Other shareholders
ALPS ETF TR shareholders Q1 2021
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