ALPS ETF TR's ticker is EQL and the CUSIP is 00162Q205. A total of 33 filers reported holding ALPS ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,279,203 | -4.9% | 142,338 | -1.1% | 1.88% | -1.5% |
| Q2 2023 | $15,014,768 | +8.4% | 143,875 | +3.4% | 1.90% | +3.1% |
| Q1 2023 | $13,848,833 | +2.0% | 139,144 | -1.9% | 1.85% | -9.5% |
| Q4 2022 | $13,577,664 | +233.1% | 141,863 | +207.0% | 2.04% | +190.9% |
| Q3 2022 | $4,076,000 | +1.9% | 46,207 | +8.1% | 0.70% | +7.0% |
| Q2 2022 | $4,000,000 | +209.1% | 42,749 | +259.3% | 0.66% | +187.7% |
| Q1 2022 | $1,294,000 | -3.4% | 11,897 | -2.8% | 0.23% | -5.4% |
| Q4 2021 | $1,340,000 | +17.3% | 12,234 | +6.6% | 0.24% | +1.3% |
| Q3 2021 | $1,142,000 | +4.0% | 11,481 | +4.7% | 0.24% | -2.1% |
| Q2 2021 | $1,098,000 | +5.9% | 10,970 | -0.7% | 0.24% | -6.9% |
| Q1 2021 | $1,037,000 | +415.9% | 11,047 | +324.4% | 0.26% | +262.5% |
| Q3 2020 | $201,000 | – | 2,603 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aveo Capital Partners, LLC | 142,338 | $14,279,203 | 1.88% |
| Gateway Wealth Partners, LLC | 24,802 | $2,488,099 | 0.45% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 187,210 | $18,780,741 | 0.29% |
| Insight Folios Inc | 4,234 | $424,750 | 0.21% |
| ORG Partners LLC | 5,721 | $573,912 | 0.17% |
| SMITH, MOORE & CO. | 9,950 | $998,175 | 0.13% |
| GREAT VALLEY ADVISOR GROUP, INC. | 22,452 | $2,252,364 | 0.09% |
| TOTAL INVESTMENT MANAGEMENT INC | 2,691 | $269,955 | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 116,858 | $11,723,138 | 0.02% |
| Snowden Capital Advisors LLC | 3,515 | $352,622 | 0.02% |