BerganKDV Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is IDOG and the CUSIP is 00162Q718. A total of 35 filers reported holding ALPS ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2023$63,546
-35.2%
2,268
-36.0%
0.01%
-40.0%
Q1 2023$98,063
+8.7%
3,5440.0%0.01%0.0%
Q4 2022$90,230
-55.6%
3,544
-62.8%
0.01%
-58.3%
Q3 2022$203,000
-1.0%
9,536
+17.3%
0.02%
+4.3%
Q2 2022$205,000
-10.5%
8,1300.0%0.02%
-4.2%
Q1 2022$229,000
+0.9%
8,1300.0%0.02%0.0%
Q4 2021$227,000
-0.4%
8,130
-2.4%
0.02%
-7.7%
Q3 2021$228,000
+4.1%
8,330
+6.7%
0.03%0.0%
Q2 2021$219,000
+2.3%
7,8090.0%0.03%
-3.7%
Q1 2021$214,000
+5.4%
7,8090.0%0.03%
-6.9%
Q4 2020$203,000
+20.8%
7,8090.0%0.03%
+7.4%
Q3 2020$168,000
+29.2%
7,809
+33.2%
0.03%
+22.7%
Q2 2020$130,000
+12.1%
5,8620.0%0.02%
-8.3%
Q1 2020$116,000
-28.0%
5,8620.0%0.02%
-17.2%
Q4 2019$161,000
+5.9%
5,8620.0%0.03%
-3.3%
Q3 2019$152,0000.0%5,8620.0%0.03%0.0%
Q2 2019$152,000
-1.3%
5,8620.0%0.03%
-3.2%
Q1 2019$154,000
+10.0%
5,8620.0%0.03%
-6.1%
Q4 2018$140,000
-10.8%
5,8620.0%0.03%
-2.9%
Q3 2018$157,000
-0.6%
5,8620.0%0.03%
-2.9%
Q2 2018$158,0005,8620.04%
Other shareholders
ALPS ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wambolt & Associates, LLC 80,621$1,738,0001.30%
CAHILL FINANCIAL ADVISORS INC 77,385$1,668,0000.60%
ROCKLAND TRUST CO 69,499$1,498,0000.13%
Avantax Planning Partners, Inc. 108,591$2,341,0000.12%
Baystate Wealth Management LLC 10,910$235,0000.03%
BerganKDV Wealth Management, LLC 7,809$168,0000.03%
Hudock, Inc. 2,983$64,0000.02%
Avior Wealth Management, LLC 6,960$150,0000.02%
COMMONWEALTH EQUITY SERVICES, LLC 164,423$3,544,0000.01%
WELLS FARGO & COMPANY/MN 430,878$9,290,0000.00%
View complete list of ALPS ETF TR shareholders