ALPS ETF TR's ticker is and the CUSIP is 00162Q361.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,886 | -19.3% | 14,880 | -16.5% | 0.00% | -20.0% |
| Q2 2023 | $569,952 | +10.1% | 17,811 | -1.1% | 0.01% | 0.0% |
| Q1 2023 | $517,822 | +115485.3% | 18,011 | -2.3% | 0.01% | – |
| Q4 2022 | $448 | -99.9% | 18,432 | -5.4% | 0.00% | -100.0% |
| Q3 2022 | $494,000 | -6.3% | 19,477 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $527,000 | – | 19,477 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 461,637 | $11,712,000 | 1.64% |
| Cavalier Investments, LLC | 82,556 | $2,094,000 | 0.76% |
| Clay Northam Wealth Management, LLC | 14,215 | $361,000 | 0.45% |
| Acorn Wealth Advisors, LLC | 9,400 | $238,000 | 0.20% |
| Diligent Investors, LLC | 12,617 | $320,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 51,652 | $1,310,000 | 0.04% |
| Stratos Wealth Partners, LTD. | 44,215 | $1,122,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,575 | $116,000 | 0.02% |
| Newbridge Financial Services Group, Inc. | 1,399 | $35,000 | 0.02% |
| Retirement Group, LLC | 650 | $16,000 | 0.01% |