BerganKDV Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is SBIO and the CUSIP is 00162Q593. A total of 37 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q4 2019$7,000
+40.0%
1540.0%0.00%0.0%
Q3 2019$5,000
-16.7%
1540.0%0.00%0.0%
Q2 2019$6,0000.0%1540.0%0.00%0.0%
Q1 2019$6,000
+50.0%
1540.0%0.00%0.0%
Q4 2018$4,000
-33.3%
154
+2.7%
0.00%0.0%
Q3 2018$6,0001500.00%
Other shareholders
ALPS ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
NTV ASSET MANAGEMENT LLC 47,698$2,017,0000.51%
XPONANCE, INC. 16,856$712,672,0000.44%
Cardan Capital Partners, LLC 72,254$3,055,0000.41%
Capital Wealth Alliance, LLC 8,881$353,0000.29%
SFE Investment Counsel 9,850$416,0000.17%
Advisory Services Network, LLC 74,249$3,139,0000.16%
Wealthstreet Investment Advisors, LLC 30,486$1,289,0000.15%
AllSquare Wealth Management LLC 4,691$198,0000.14%
CAMBRIDGE TRUST CO 36,971$1,563,0000.08%
Willingdon Wealth Management 6,955$294,0000.06%
View complete list of ALPS ETF TR shareholders