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 ↓ |
|---|---|---|---|
| Clay Northam Wealth Management, LLC | 18,001 | $576,045 | 0.55% |
| Acorn Wealth Advisors, LLC | 6,918 | $221,376 | 0.15% |
| Diligent Investors, LLC | 14,489 | $463,648 | 0.14% |
| Consolidated Portfolio Review Corp | 11,740 | $375,680 | 0.09% |
| PRIVATE TRUST CO NA | 7,071 | $226,272 | 0.03% |
| Stratos Wealth Partners, LTD. | 39,705 | $1,270,560 | 0.03% |
| First Capital Advisors Group, LLC. | 1,659 | $53,088 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,575 | $146 | 0.02% |
| Gladstone Institutional Advisory LLC | 7,229 | $231,328 | 0.01% |
| Newbridge Financial Services Group, Inc. | 743 | $23,776 | 0.01% |