Mosaic Family Wealth, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 601 filers reported holding ALPS ETF TR in Q2 2018. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$45,000
-59.1%
13,017
+0.6%
0.02%
-47.7%
Q4 2019$110,000
-10.6%
12,938
-3.6%
0.04%
-13.7%
Q3 2019$123,000
-6.1%
13,419
+0.7%
0.05%
-7.3%
Q2 2019$131,000
-5.8%
13,332
-3.9%
0.06%
-1.8%
Q1 2019$139,000
+15.8%
13,869
+0.6%
0.06%
+12.0%
Q4 2018$120,000
-31.8%
13,780
-24.7%
0.05%
-30.6%
Q3 2018$176,000
-22.8%
18,308
-18.9%
0.07%
-16.3%
Q2 2018$228,000
-9.2%
22,567
-15.9%
0.09%
-7.5%
Q1 2018$251,000
-19.3%
26,834
-6.9%
0.09%
-17.7%
Q4 2017$311,000
-8.0%
28,821
-4.3%
0.11%
-13.7%
Q3 2017$338,000
-13.1%
30,113
-7.4%
0.13%
-19.1%
Q2 2017$389,000
-21.3%
32,529
-16.3%
0.16%
-23.9%
Q1 2017$494,000
-11.9%
38,854
-12.7%
0.21%
-17.4%
Q4 2016$561,000
-8.6%
44,511
-8.0%
0.26%
-9.5%
Q3 2016$614,000
-15.8%
48,361
-15.6%
0.28%
-19.3%
Q2 2016$729,000
+1.2%
57,274
-13.2%
0.35%
+2.0%
Q1 2016$720,000
-29.6%
66,014
-22.2%
0.35%
-24.1%
Q4 2015$1,023,00084,8970.46%
Other shareholders
ALPS ETF TR shareholders Q2 2018
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