Summit Financial Wealth Advisors, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 610 filers reported holding ALPS ETF TR in Q3 2019. The put-call ratio across all filers is 2.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$109,000
-80.0%
30,430
-54.2%
0.03%
-74.2%
Q4 2019$545,000
-13.9%
66,512
-7.3%
0.13%
-14.8%
Q3 2019$633,000
-16.0%
71,740
-6.2%
0.16%
-16.2%
Q2 2019$754,000
-21.4%
76,503
-19.1%
0.18%
-26.9%
Q1 2019$959,000
+17.7%
94,541
+1.2%
0.25%
-4.2%
Q4 2018$815,000
-26.2%
93,376
-10.9%
0.26%
-20.0%
Q3 2018$1,105,000
+30.5%
104,761
+15.9%
0.33%
+16.6%
Q2 2018$847,0000.0%90,4150.0%0.28%
+1.8%
Q1 2018$847,000
+4.1%
90,415
+19.9%
0.28%
-0.7%
Q4 2017$814,000
-4.1%
75,435
-0.3%
0.28%
-9.4%
Q3 2017$849,000
+5.1%
75,627
+12.0%
0.31%
-3.4%
Q2 2017$808,000
+41.0%
67,524
+49.8%
0.32%
+28.0%
Q1 2017$573,000
+7.1%
45,066
+6.2%
0.25%
+6.4%
Q4 2016$535,000
+7.2%
42,441
+7.9%
0.24%
+8.8%
Q3 2016$499,000
+2526.3%
39,325
+3475.0%
0.22%
+1561.5%
Q4 2014$19,0001,1000.01%
Other shareholders
ALPS ETF TR shareholders Q3 2019
NameSharesValueWeighting ↓
Zions Bancorporation, N.A. 1,800,573$15,719,00011.50%
Emerson Wealth, LLC 1,208,938$10,554,00010.18%
Guild Investment Management, Inc. 304,380$2,657,0009.16%
MPS Loria Financial Planners, LLC 1,340,964$11,706,0008.40%
SIMON QUICK ADVISORS, LLC 2,631,603$22,974,0008.35%
Camarda Financial Advisors, LLC 658,074$5,745,0006.83%
Baystate Wealth Management LLC 4,382,696$43,213,0006.30%
Boothe Investment Group, Inc. 557,992$4,871,0006.25%
Crestone Asset Management LLC 1,898,677$16,575,0006.23%
TAM Capital Management Inc. 597,500$5,216,0005.99%
View complete list of ALPS ETF TR shareholders