ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 537 filers reported holding ALPS ETF TR in Q2 2023. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,065 | +8.4% | 7,727 | +0.7% | 0.06% | +9.8% |
| Q2 2023 | $300,841 | +2.6% | 7,673 | +1.2% | 0.05% | 0.0% |
| Q1 2023 | $293,168 | +1.2% | 7,585 | -0.3% | 0.05% | 0.0% |
| Q4 2022 | $289,699 | +5.0% | 7,610 | +1.0% | 0.05% | -3.8% |
| Q3 2022 | $276,000 | +9.1% | 7,537 | +2.4% | 0.05% | +17.8% |
| Q2 2022 | $253,000 | +11.9% | 7,357 | +24.9% | 0.04% | +25.0% |
| Q1 2022 | $226,000 | +6.6% | 5,889 | -0.6% | 0.04% | +9.1% |
| Q4 2021 | $212,000 | +1.4% | 5,923 | +3.2% | 0.03% | -2.9% |
| Q2 2021 | $209,000 | – | 5,738 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 621,528 | $21,412,000 | 8.78% |
| Golden Green, Inc. | 234,453 | $8,077,000 | 8.46% |
| SEARCY FINANCIAL SERVICES INC /ADV | 365,464 | $12,590,000 | 7.81% |
| Bullseye Investment Management, LLC | 233,160 | $8,032,000 | 7.19% |
| Chicago Wealth Management, Inc. | 221,068 | $7,616,000 | 6.80% |
| VISTA FINANCE, LLC | 133,747 | $4,608,000 | 6.02% |
| RATIONAL ADVISORS LLC | 2,388,873 | $82,296,000 | 5.92% |
| FWL INVESTMENT MANAGEMENT, LLC | 219,257 | $7,553,000 | 5.48% |
| MUHLENKAMP & CO INC | 281,100 | $9,684,000 | 4.54% |
| Householder Group Estate & Retirement Specialist, LLC | 290,428 | $10,005,000 | 4.47% |