ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 71 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $412,709 | +97237.0% | 9,134 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $424 | +146.5% | 9,134 | +141.4% | 0.00% | +100.0% |
| Q4 2022 | $172 | -100.0% | 3,784 | -45.8% | 0.00% | -50.0% |
| Q3 2022 | $386,000 | +14.2% | 6,976 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $338,000 | -21.9% | 6,976 | +1.9% | 0.00% | 0.0% |
| Q1 2022 | $433,000 | -54.3% | 6,843 | -53.7% | 0.00% | -50.0% |
| Q4 2021 | $947,000 | -58.1% | 14,789 | -56.8% | 0.00% | -66.7% |
| Q3 2021 | $2,262,000 | -18.5% | 34,221 | -6.6% | 0.01% | -25.0% |
| Q2 2021 | $2,775,000 | +35.4% | 36,626 | +39.4% | 0.02% | +14.3% |
| Q1 2021 | $2,049,000 | -2.7% | 26,275 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $2,105,000 | – | 26,275 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 32,099 | $2,573,000 | 2.32% |
| MRA Advisory Group | 26,976 | $2,162,000 | 2.13% |
| CIBC Private Wealth Group, LLC | 5,318,677 | $426,292,000 | 1.13% |
| Fulcrum Equity Management | 20,335 | $1,630,000 | 0.65% |
| American Institute for Advanced Investment Management, LLP | 9,016 | $723,000 | 0.58% |
| Wagner Wealth Management, LLC | 7,424 | $595,000 | 0.56% |
| Stelac Advisory Services LLC | 17,087 | $1,368,000 | 0.35% |
| Empowered Funds, LLC | 20,370 | $1,633,000 | 0.31% |
| Brookstone Capital Management | 90,597 | $7,261,000 | 0.29% |
| Stamos Capital Partners, L.P. | 4,900 | $393,000 | 0.17% |