EXENCIAL WEALTH ADVISORS, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 471 filers reported holding ALPS ETF TR in Q4 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q4 2022$868,326
+4.4%
22,809
+0.2%
0.05%
-6.0%
Q3 2022$832,000
+6.3%
22,768
+0.2%
0.05%
+13.6%
Q2 2022$783,000
-10.1%
22,727
-0.0%
0.04%0.0%
Q1 2022$871,000
+16.6%
22,732
-0.3%
0.04%
+22.2%
Q4 2021$747,000
-39.0%
22,806
-30.9%
0.04%
-32.1%
Q3 2021$1,225,000
+75.8%
33,009
+44.4%
0.05%
+29.3%
Q1 2021$697,000
+46.4%
22,861
-4.1%
0.04%
+64.0%
Q3 2020$476,00023,8420.02%
Other shareholders
ALPS ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
VCU Investment Management Co 725,632$18,620,0009.62%
Diameter Capital Partners LP 1,715,000$44,007,0004.68%
FWL INVESTMENT MANAGEMENT, LLC 228,751$5,870,0004.50%
TECTONIC ADVISORS LLC 604,912$15,522,0004.24%
Boothe Investment Group, Inc. 228,026$5,851,0004.04%
FFT WEALTH MANAGEMENT LLC 432,762$11,105,0003.82%
Unison Advisors LLC 650,766$16,699,0003.77%
Swift Run Capital 67,200$1,724,0003.33%
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,150,000$29,509,0003.27%
MPS Loria Financial Planners, LLC 285,693$7,268,0003.26%
View complete list of ALPS ETF TR shareholders