ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 67 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,462 | -12.1% | 5,035 | -9.5% | 0.02% | -22.7% |
| Q1 2023 | $258,678 | +6.8% | 5,564 | +4.5% | 0.02% | -8.3% |
| Q4 2022 | $242,159 | -22.9% | 5,323 | -5.8% | 0.02% | -33.3% |
| Q3 2022 | $314,000 | -8.5% | 5,649 | -19.8% | 0.04% | -7.7% |
| Q2 2022 | $343,000 | -87.4% | 7,045 | -83.6% | 0.04% | -85.7% |
| Q1 2022 | $2,723,000 | +6.0% | 42,997 | +7.3% | 0.27% | +7.5% |
| Q4 2021 | $2,570,000 | +6.7% | 40,070 | +10.1% | 0.25% | -4.9% |
| Q3 2021 | $2,408,000 | +13.9% | 36,403 | +30.6% | 0.27% | +9.9% |
| Q2 2021 | $2,114,000 | +87.7% | 27,875 | +93.1% | 0.24% | +68.1% |
| Q1 2021 | $1,126,000 | +44.0% | 14,436 | +47.9% | 0.14% | +9.1% |
| Q4 2020 | $782,000 | – | 9,761 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 23,092 | $1,050,469 | 1.49% |
| Stegent Equity Advisors, Inc. | 25,019 | $1,138,116 | 1.36% |
| CIBC Private Wealth Group, LLC | 5,923,547 | $252,333,754 | 0.85% |
| Clal Insurance Enterprises Holdings Ltd | 1,222,850 | $55,627 | 0.84% |
| Ulland Investment Advisors, LLC | 10,505 | $478 | 0.57% |
| DUDLEY & SHANLEY, INC. | 52,050 | $2,367,754 | 0.53% |
| ERn Financial, LLC | 43,563 | $1,981,668 | 0.45% |
| TOBIAS FINANCIAL ADVISORS, INC. | 19,041 | $866,175 | 0.28% |
| Money Design Co.,Ltd. | 130,462 | $5,935 | 0.20% |
| Westside Investment Management, Inc. | 8,345 | $75,362 | 0.19% |