Bogart Wealth, LLC - ALPS ETF TR ownership

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
Bogart Wealth, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2024$272,670
+163.2%
5,683
+160.3%
0.01%
+180.0%
Q1 2024$103,605
+11.6%
2,1830.0%0.01%0.0%
Q4 2023$92,821
+0.8%
2,1830.0%0.01%
-16.7%
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 ↓
ALLEN WEALTH MANAGEMENT, LLC 318,725$15,292,40513.61%
VISTA FINANCE, LLC 156,205$7,494,73911.48%
SEARCY FINANCIAL SERVICES INC /ADV 321,083$15,405,5717.69%
SOUTHPORT MANAGEMENT, L.L.C. 30,500$1,463,3906.55%
RATIONAL ADVISORS LLC 1,281,676$61,494,8146.00%
Madison Park Capital Advisors, LLC 144,581$6,937,0075.80%
Naviter Wealth, LLC 768,276$36,861,8635.50%
Lake Hills Wealth Management, LLC 159,493$7,652,4745.49%
FORTEM FINANCIAL GROUP, LLC 230,727$11,070,2814.76%
IronBridge Private Wealth, LLC 260,861$12,516,1124.68%
View complete list of ALPS ETF TR shareholders