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 ↓
Bullseye Investment Management, LLC 305,639$12,897,96610.47%
SEARCY FINANCIAL SERVICES INC /ADV 314,629$13,277,3558.02%
FWL INVESTMENT MANAGEMENT, LLC 231,246$9,758,5606.55%
RATIONAL ADVISORS LLC 1,688,750$71,265,2506.45%
Naviter Wealth, LLC 466,382$19,681,3044.75%
IronBridge Private Wealth, LLC 198,625$8,381,9764.54%
Householder Group Estate & Retirement Specialist, LLC 298,563$12,599,3924.54%
Golden Green, Inc. 92,554$3,905,7724.01%
Left Brain Wealth Management, LLC 145,703$6,148,6673.83%
Advisors Preferred, LLC 254,821$10,598,0053.44%
View complete list of ALPS ETF TR shareholders