Bogart Wealth, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 10 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$92,123
+7.6%
2,1830.0%0.01%
+20.0%
Q2 2023$85,595
+1.4%
2,1830.0%0.01%
-16.7%
Q1 2023$84,373
+1.5%
2,1830.0%0.01%0.0%
Q4 2022$83,107
+3.9%
2,1830.0%0.01%
-14.3%
Q3 2022$80,000
-39.4%
2,183
-43.0%
0.01%
-41.7%
Q2 2022$132,000
-10.2%
3,8320.0%0.01%
-7.7%
Q1 2022$147,000
+30.1%
3,832
+11.0%
0.01%
+30.0%
Q4 2021$113,000
-1.7%
3,4510.0%0.01%
-16.7%
Q3 2021$115,000
-8.7%
3,4510.0%0.01%
-14.3%
Q2 2021$126,000
+16.7%
3,451
-2.1%
0.01%
-6.7%
Q1 2021$108,000
+20.0%
3,5260.0%0.02%
-11.8%
Q4 2020$90,000
-17.4%
3,526
-35.6%
0.02%
-29.2%
Q3 2020$109,000
-19.3%
5,4740.0%0.02%
-25.0%
Q2 2020$135,0005,4740.03%
Other shareholders
ALPS ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bullseye Investment Management, LLC 305,639$12,897,96610.47%
SEARCY FINANCIAL SERVICES INC /ADV 314,629$13,277,3558.02%
FWL INVESTMENT MANAGEMENT, LLC 231,246$9,758,5606.55%
RATIONAL ADVISORS LLC 1,688,750$71,265,2506.45%
Naviter Wealth, LLC 466,382$19,681,3044.75%
IronBridge Private Wealth, LLC 198,625$8,381,9764.54%
Householder Group Estate & Retirement Specialist, LLC 298,563$12,599,3924.54%
Golden Green, Inc. 92,554$3,905,7724.01%
Left Brain Wealth Management, LLC 145,703$6,148,6673.83%
Advisors Preferred, LLC 254,821$10,598,0053.44%
View complete list of ALPS ETF TR shareholders