EXENCIAL WEALTH ADVISORS, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 485 filers reported holding ALPS ETF TR in Q1 2022. The put-call ratio across all filers is 0.52 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 Q1 2022
NameSharesValueWeighting ↓
Naviter Wealth, LLC 621,528$21,412,0008.78%
Golden Green, Inc. 234,453$8,077,0008.46%
SEARCY FINANCIAL SERVICES INC /ADV 365,464$12,590,0007.81%
Bullseye Investment Management, LLC 233,160$8,032,0007.19%
Chicago Wealth Management, Inc. 221,068$7,616,0006.80%
VISTA FINANCE, LLC 133,747$4,608,0006.02%
RATIONAL ADVISORS LLC 2,388,873$82,296,0005.92%
FWL INVESTMENT MANAGEMENT, LLC 219,257$7,553,0005.48%
MUHLENKAMP & CO INC 281,100$9,684,0004.54%
Householder Group Estate & Retirement Specialist, LLC 290,428$10,005,0004.47%
View complete list of ALPS ETF TR shareholders