ALPS ETF TR's ticker is and the CUSIP is 00162Q395. A total of 73 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,322,808 | -4.4% | 56,338 | -1.3% | 0.02% | -5.9% |
| Q1 2024 | $2,430,946 | +7.5% | 57,104 | -1.1% | 0.02% | -5.6% |
| Q4 2023 | $2,261,815 | +13.6% | 57,729 | +1.8% | 0.02% | 0.0% |
| Q3 2023 | $1,990,268 | -4.5% | 56,687 | -0.2% | 0.02% | 0.0% |
| Q2 2023 | $2,084,453 | +1.8% | 56,797 | -2.0% | 0.02% | -10.0% |
| Q1 2023 | $2,047,740 | +103216.9% | 57,977 | -1.8% | 0.02% | – |
| Q4 2022 | $1,982 | -99.9% | 59,039 | -0.4% | 0.00% | -100.0% |
| Q3 2022 | $1,777,000 | -4.8% | 59,254 | +0.3% | 0.02% | +17.6% |
| Q2 2022 | $1,866,000 | – | 59,065 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 327,919 | $11,513,237 | 6.28% |
| Axiom Financial Strategies, LLC | 100,341 | $3,522,964 | 2.36% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 57,241 | $2,009,732 | 1.84% |
| Clay Northam Wealth Management, LLC | 32,063 | $1,125,733 | 1.12% |
| Fiduciary Planning LLC | 44,840 | $1,574,348 | 0.74% |
| Empirical Asset Management, LLC | 24,097 | $846,058 | 0.74% |
| Acorn Wealth Advisors, LLC | 19,337 | $678,927 | 0.45% |
| Park Edge Advisors, LLC | 34,389 | $1,207,411 | 0.43% |
| SHEETS SMITH WEALTH MANAGEMENT | 26,725 | $938,312 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 288,394 | $10,125,529 | 0.11% |