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 | $309,443 | -13.7% | 7,333 | -19.8% | 0.10% | -9.3% |
| Q2 2023 | $358,731 | +3.0% | 9,149 | +1.6% | 0.11% | -1.8% |
| Q1 2023 | $348,154 | -0.5% | 9,008 | -2.0% | 0.11% | -9.8% |
| Q4 2022 | $349,779 | -34.9% | 9,188 | -37.5% | 0.12% | -36.1% |
| Q3 2022 | $537,000 | -6.3% | 14,696 | -11.7% | 0.19% | -3.0% |
| Q2 2022 | $573,000 | -33.4% | 16,640 | -26.0% | 0.20% | -23.3% |
| Q1 2022 | $861,000 | +14.5% | 22,486 | -2.1% | 0.26% | +33.9% |
| Q4 2021 | $752,000 | -20.7% | 22,979 | -19.2% | 0.19% | -16.2% |
| Q3 2021 | $948,000 | -21.8% | 28,440 | -14.6% | 0.23% | -16.4% |
| Q2 2021 | $1,213,000 | +20.7% | 33,308 | +1.0% | 0.27% | -0.7% |
| Q1 2021 | $1,005,000 | +16.7% | 32,965 | -1.7% | 0.28% | +7.0% |
| Q4 2020 | $861,000 | +24.1% | 33,538 | -3.5% | 0.26% | -1.5% |
| Q3 2020 | $694,000 | -39.3% | 34,746 | -25.0% | 0.26% | -40.9% |
| Q2 2020 | $1,144,000 | – | 46,356 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 695,935 | $26,654,000 | 8.89% |
| Golden Green, Inc. | 231,211 | $8,855,000 | 7.28% |
| RATIONAL ADVISORS LLC | 2,937,507 | $112,506,000 | 6.66% |
| FWL INVESTMENT MANAGEMENT, LLC | 254,585 | $9,751,000 | 6.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 252,793 | $9,682,000 | 5.68% |
| Chicago Wealth Management, Inc. | 215,024 | $8,235,000 | 5.53% |
| Householder Group Estate & Retirement Specialist, LLC | 290,701 | $11,134,000 | 4.49% |
| VisionPoint Advisory Group, LLC | 224,552 | $8,136,000 | 3.77% |
| MUHLENKAMP & CO INC | 281,693 | $10,789,000 | 3.76% |
| Friedenthal Financial | 162,787 | $6,235,000 | 3.69% |