Avior Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is IDOG and the CUSIP is 00162Q718. A total of 41 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$189,627
-2.8%
6,9600.0%0.01%0.0%
Q2 2023$195,007
+1.3%
6,9600.0%0.01%0.0%
Q1 2023$192,583
+8.7%
6,9600.0%0.01%0.0%
Q4 2022$177,201
+19.7%
6,9600.0%0.01%
+8.3%
Q3 2022$148,000
-15.4%
6,9600.0%0.01%
-33.3%
Q2 2022$175,000
-10.3%
6,9600.0%0.02%
+5.9%
Q1 2022$195,000
+0.5%
6,9600.0%0.02%
+6.2%
Q4 2021$194,000
+2.1%
6,9600.0%0.02%0.0%
Q3 2021$190,000
-2.6%
6,9600.0%0.02%
-20.0%
Q2 2021$195,000
+2.6%
6,9600.0%0.02%0.0%
Q1 2021$190,000
+5.0%
6,9600.0%0.02%
-9.1%
Q4 2020$181,000
+20.7%
6,9600.0%0.02%
+4.8%
Q3 2020$150,000
-2.6%
6,9600.0%0.02%
-12.5%
Q2 2020$154,000
+12.4%
6,9600.0%0.02%
-11.1%
Q1 2020$137,0006,9600.03%
Other shareholders
ALPS ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 626,373$17,065,79416.79%
Genesee Capital Advisors, LLC 89,892$2,449,1491.76%
ForthRight Wealth Management, LLC 129,143$3,518,5391.52%
Avantax Planning Partners, Inc. 1,005,474$27,394,5501.15%
Wambolt & Associates, LLC 66,616$1,788,8430.65%
CAHILL FINANCIAL ADVISORS INC 66,540$1,812,9150.30%
Stratos Wealth Advisors, LLC 126,804$3,454,8410.23%
AVANTAX ADVISORY SERVICES, INC. 439,190$11,965,9090.13%
First Horizon Advisors, Inc. 104,351$2,843,1100.10%
Avior Wealth Management, LLC 6,960$189,6270.01%
View complete list of ALPS ETF TR shareholders