Lucia Wealth Services, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLPXXXX and the CUSIP is 00162Q866. A total of 601 filers reported holding ALPS ETF TR in Q2 2018. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q1 2020$6,000
-64.7%
1,663
-14.4%
0.00%
-60.0%
Q4 2019$17,000
-26.1%
1,943
-21.5%
0.01%
-37.5%
Q3 2019$23,000
-68.1%
2,474
-66.0%
0.01%
-68.0%
Q2 2019$72,000
-52.3%
7,276
-51.6%
0.02%
-51.9%
Q1 2019$151,000
+15.3%
15,023
-0.1%
0.05%
-16.1%
Q4 2018$131,000
-48.2%
15,037
-36.5%
0.06%
-21.5%
Q3 2018$253,000
-15.4%
23,675
-20.1%
0.08%
-39.7%
Q2 2018$299,000
-81.1%
29,640
-82.5%
0.13%
-74.5%
Q1 2018$1,584,000
+597.8%
169,052
+704.4%
0.51%
+414.0%
Q4 2017$227,00021,0170.10%
Other shareholders
ALPS ETF TR shareholders Q2 2018
NameSharesValueWeighting ↓
MPS Loria Financial Planners, LLC 1,730,925$17,361,00011.51%
Emerson Wealth, LLC 1,198,574$12,022,0009.18%
SIMON QUICK ADVISORS, LLC 2,049,120$20,553,0008.57%
Boothe Investment Group, Inc. 552,311$5,540,0006.91%
Baystate Wealth Management LLC 4,555,204$45,506,0006.02%
VCU Investment Management Co 2,350,642$23,577,0005.72%
TWIN FOCUS CAPITAL PARTNERS, LLC 1,089,285$10,926,0005.12%
Crestone Asset Management LLC 1,259,919$12,637,0004.46%
Diameter Capital Partners LP 1,250,000$12,538,0004.39%
Credit Capital Investments LLC 400,000$4,012,0004.32%
View complete list of ALPS ETF TR shareholders