Venturi Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 525 filers reported holding ALPS ETF TR in Q3 2017. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q4 2019$1,452,000
+393.9%
170,770
+555.4%
0.18%
+183.9%
Q3 2017$294,000
-23.2%
26,055
-18.6%
0.06%
-28.7%
Q2 2017$383,000
-9.7%
32,019
-4.6%
0.09%
-11.2%
Q1 2017$424,000
-28.6%
33,569
-28.8%
0.10%
-41.3%
Q4 2016$594,000
-2.3%
47,137
-1.6%
0.17%
-17.3%
Q3 2016$608,000
+2.5%
47,920
+2.8%
0.20%
+0.5%
Q2 2016$593,000
-83.7%
46,605
-86.0%
0.20%
-85.2%
Q1 2016$3,632,000
-9.5%
332,563
-0.1%
1.36%
-25.7%
Q4 2015$4,012,000332,9291.82%
Other shareholders
ALPS ETF TR shareholders Q3 2017
NameSharesValueWeighting ↓
MPS Loria Financial Planners, LLC 1,730,925$17,361,00011.51%
Emerson Wealth, LLC 1,198,574$12,022,0009.18%
SIMON QUICK ADVISORS, LLC 2,049,120$20,553,0008.57%
Boothe Investment Group, Inc. 552,311$5,540,0006.91%
Baystate Wealth Management LLC 4,555,204$45,506,0006.02%
VCU Investment Management Co 2,350,642$23,577,0005.72%
TWIN FOCUS CAPITAL PARTNERS, LLC 1,089,285$10,926,0005.12%
Crestone Asset Management LLC 1,259,919$12,637,0004.46%
Diameter Capital Partners LP 1,250,000$12,538,0004.39%
Credit Capital Investments LLC 400,000$4,012,0004.32%
View complete list of ALPS ETF TR shareholders