ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 604 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,472,633 | -38.0% | 30,692 | -38.7% | 0.39% | -39.9% |
| Q1 2024 | $2,375,396 | +8.9% | 50,050 | -2.5% | 0.65% | -0.3% |
| Q4 2023 | $2,181,845 | +1.7% | 51,313 | +0.9% | 0.65% | -6.7% |
| Q3 2023 | $2,145,627 | +77.0% | 50,844 | +64.5% | 0.70% | +77.9% |
| Q2 2023 | $1,211,948 | +5.4% | 30,909 | +3.9% | 0.39% | +2.3% |
| Q1 2023 | $1,150,301 | +4.4% | 29,762 | +2.9% | 0.38% | -3.8% |
| Q4 2022 | $1,101,403 | +1.4% | 28,931 | -2.6% | 0.40% | -7.2% |
| Q3 2022 | $1,086,000 | +12.3% | 29,695 | +5.8% | 0.43% | +14.6% |
| Q2 2022 | $967,000 | -10.2% | 28,068 | -0.2% | 0.38% | +10.3% |
| Q1 2022 | $1,077,000 | +160.1% | 28,118 | +122.3% | 0.34% | +164.3% |
| Q4 2021 | $414,000 | +728.0% | 12,651 | +735.0% | 0.13% | +616.7% |
| Q3 2021 | $50,000 | -91.8% | 1,515 | -91.0% | 0.02% | -91.8% |
| Q2 2021 | $613,000 | – | 16,840 | – | 0.22% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALLEN WEALTH MANAGEMENT, LLC | 318,725 | $15,292,405 | 13.61% |
| VISTA FINANCE, LLC | 156,205 | $7,494,739 | 11.48% |
| SEARCY FINANCIAL SERVICES INC /ADV | 321,083 | $15,405,571 | 7.69% |
| SOUTHPORT MANAGEMENT, L.L.C. | 30,500 | $1,463,390 | 6.55% |
| RATIONAL ADVISORS LLC | 1,281,676 | $61,494,814 | 6.00% |
| Madison Park Capital Advisors, LLC | 144,581 | $6,937,007 | 5.80% |
| Naviter Wealth, LLC | 768,276 | $36,861,863 | 5.50% |
| Lake Hills Wealth Management, LLC | 159,493 | $7,652,474 | 5.49% |
| FORTEM FINANCIAL GROUP, LLC | 230,727 | $11,070,281 | 4.76% |
| IronBridge Private Wealth, LLC | 260,861 | $12,516,112 | 4.68% |