Fernwood Investment Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 392 filers reported holding ALPS ETF TR in Q2 2020. The put-call ratio across all filers is 1.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2024$285,625
+1.1%
5,9530.0%0.09%
+8.5%
Q1 2024$282,529
+11.6%
5,9530.0%0.08%
-1.2%
Q4 2023$253,122
+16.6%
5,953
+0.2%
0.08%
-9.8%
Q3 2022$217,000
-16.5%
5,941
-21.4%
0.09%
-17.9%
Q2 2022$260,000
-38.8%
7,555
-32.0%
0.11%
-24.8%
Q1 2022$425,000
+100.5%
11,105
+34.1%
0.15%
+77.4%
Q4 2020$212,000
-36.0%
8,281
-38.2%
0.08%
-48.8%
Q2 2020$331,00013,4010.16%
Other shareholders
ALPS ETF TR shareholders Q2 2020
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