Cerity Partners LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 604 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2024$3,753,467
+2.0%
78,229
+0.8%
0.01%0.0%
Q1 2024$3,681,176
-14.5%
77,572
-23.4%
0.01%
-28.6%
Q4 2023$4,306,999
+54.6%
101,301
+53.4%
0.01%0.0%
Q3 2023$2,785,520
-18.4%
66,018
-24.2%
0.01%
+7.7%
Q2 2023$3,412,529
-94.1%
87,045
-3.4%
0.01%
-90.5%
Q1 2023$58,138,578
+1594.5%
90,129
+1.6%
0.14%
+522.7%
Q4 2022$3,431,097
+341.0%
88,699
+317.3%
0.02%
+144.4%
Q3 2022$778,000
-74.4%
21,255
-75.9%
0.01%
-73.5%
Q2 2022$3,037,000
+300.7%
88,155
+345.5%
0.03%
+183.3%
Q1 2022$758,000
+71.9%
19,787
+46.7%
0.01%
+71.4%
Q4 2021$441,000
+35.3%
13,484
+37.8%
0.01%0.0%
Q3 2021$326,000
-33.6%
9,784
-27.4%
0.01%
-36.4%
Q2 2021$491,000
+17.7%
13,484
-1.3%
0.01%
+10.0%
Q1 2021$417,000
+23.4%
13,664
+3.8%
0.01%
-9.1%
Q4 2020$338,000
+26.6%
13,158
-1.6%
0.01%0.0%
Q3 2020$267,000
-33.4%
13,368
-17.7%
0.01%
-50.0%
Q2 2020$401,00016,2420.02%
Other shareholders
ALPS ETF TR shareholders Q4 2023
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