ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 545 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,945,909 | +1.7% | 40,557 | +0.6% | 0.66% | +2.7% |
| Q1 2024 | $1,912,784 | +12.1% | 40,303 | +0.5% | 0.64% | +10.6% |
| Q4 2023 | $1,705,907 | +1.2% | 40,120 | +0.5% | 0.58% | -4.9% |
| Q3 2023 | $1,685,105 | +13.9% | 39,931 | +5.8% | 0.61% | +21.4% |
| Q2 2023 | $1,479,474 | +2.0% | 37,732 | +0.5% | 0.50% | +5.3% |
| Q1 2023 | $1,451,104 | +2.1% | 37,544 | +0.6% | 0.48% | +5.8% |
| Q4 2022 | $1,421,203 | +4.9% | 37,331 | +0.7% | 0.45% | -3.2% |
| Q3 2022 | $1,355,000 | +6.0% | 37,056 | -0.1% | 0.46% | +21.1% |
| Q2 2022 | $1,278,000 | -13.5% | 37,102 | -3.9% | 0.38% | -2.5% |
| Q1 2022 | $1,478,000 | +12.2% | 38,599 | -4.1% | 0.39% | +13.3% |
| Q4 2021 | $1,317,000 | -1.3% | 40,238 | +0.4% | 0.35% | -6.0% |
| Q3 2021 | $1,335,000 | -8.9% | 40,062 | -0.5% | 0.37% | -5.9% |
| Q2 2021 | $1,466,000 | +19.9% | 40,254 | +0.4% | 0.39% | +16.7% |
| Q1 2021 | $1,223,000 | +21.4% | 40,102 | +2.2% | 0.34% | +13.1% |
| Q4 2020 | $1,007,000 | +69.2% | 39,228 | +31.8% | 0.30% | +45.6% |
| Q3 2020 | $595,000 | -1.3% | 29,766 | +21.9% | 0.20% | -4.2% |
| Q2 2020 | $603,000 | – | 24,413 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALLEN WEALTH MANAGEMENT, LLC | 318,725 | $15,292,405 | 13.61% |
| VISTA FINANCE, LLC | 156,205 | $7,494,739 | 11.48% |
| SEARCY FINANCIAL SERVICES INC /ADV | 321,083 | $15,405,571 | 7.69% |
| SOUTHPORT MANAGEMENT, L.L.C. | 30,500 | $1,463,390 | 6.55% |
| RATIONAL ADVISORS LLC | 1,281,676 | $61,494,814 | 6.00% |
| Madison Park Capital Advisors, LLC | 144,581 | $6,937,007 | 5.80% |
| Naviter Wealth, LLC | 768,276 | $36,861,863 | 5.50% |
| Lake Hills Wealth Management, LLC | 159,493 | $7,652,474 | 5.49% |
| FORTEM FINANCIAL GROUP, LLC | 230,727 | $11,070,281 | 4.76% |
| IronBridge Private Wealth, LLC | 260,861 | $12,516,112 | 4.68% |