ALPS ETF TR's ticker is and the CUSIP is 00162Q395. A total of 62 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,247,040 | -4.3% | 64,000 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $2,348,800 | +3.9% | 64,000 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $2,260,480 | +5.2% | 64,000 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $2,148,480 | +12.0% | 64,000 | 0.0% | 0.04% | -2.5% |
| Q3 2022 | $1,919,000 | -5.1% | 64,000 | 0.0% | 0.04% | -4.8% |
| Q2 2022 | $2,022,000 | – | 64,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 327,919 | $11,513,237 | 6.28% |
| Axiom Financial Strategies, LLC | 100,341 | $3,522,964 | 2.36% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 57,241 | $2,009,732 | 1.84% |
| Clay Northam Wealth Management, LLC | 32,063 | $1,125,733 | 1.12% |
| Fiduciary Planning LLC | 44,840 | $1,574,348 | 0.74% |
| Empirical Asset Management, LLC | 24,097 | $846,058 | 0.74% |
| Acorn Wealth Advisors, LLC | 19,337 | $678,927 | 0.45% |
| Park Edge Advisors, LLC | 34,389 | $1,207,411 | 0.43% |
| SHEETS SMITH WEALTH MANAGEMENT | 26,725 | $938,312 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 288,394 | $10,125,529 | 0.11% |