ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 537 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,976,648 | -4.8% | 46,840 | -11.5% | 0.44% | -9.5% |
| Q2 2023 | $2,075,777 | +1.4% | 52,940 | 0.0% | 0.49% | -8.0% |
| Q1 2023 | $2,046,131 | +1.5% | 52,940 | 0.0% | 0.53% | -17.2% |
| Q4 2022 | $2,015,426 | +4.3% | 52,940 | +0.2% | 0.64% | +29.9% |
| Q3 2022 | $1,932,000 | -35.3% | 52,840 | -39.1% | 0.49% | -45.7% |
| Q2 2022 | $2,988,000 | -32.1% | 86,740 | -24.5% | 0.90% | -38.5% |
| Q1 2022 | $4,401,000 | +8.6% | 114,900 | -7.2% | 1.47% | -21.9% |
| Q4 2021 | $4,053,000 | -8.1% | 123,800 | -6.4% | 1.88% | -23.8% |
| Q3 2021 | $4,409,000 | +6.9% | 132,280 | +16.8% | 2.47% | +13.4% |
| Q2 2021 | $4,125,000 | -22.5% | 113,280 | -35.1% | 2.17% | -19.1% |
| Q1 2021 | $5,322,000 | +18.8% | 174,500 | 0.0% | 2.69% | +40.7% |
| Q4 2020 | $4,478,000 | -25.3% | 174,500 | -41.8% | 1.91% | -14.2% |
| Q3 2020 | $5,994,000 | +89.7% | 300,000 | +134.4% | 2.23% | +23.1% |
| Q2 2020 | $3,159,000 | – | 128,000 | – | 1.81% | – |
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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% |