Wambolt & Associates, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is IDOG and the CUSIP is 00162Q718. A total of 41 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$1,788,843
-17.3%
66,616
-13.7%
0.65%
-15.7%
Q2 2023$2,162,509
-0.9%
77,182
-1.3%
0.77%
-0.5%
Q1 2023$2,181,179
+6.9%
78,178
-2.4%
0.77%
-1.3%
Q4 2022$2,040,366
+17.9%
80,140
-1.3%
0.78%
+6.7%
Q3 2022$1,730,000
+74.4%
81,191
+105.9%
0.74%
+84.2%
Q2 2022$992,000
-11.9%
39,438
-0.3%
0.40%
-2.7%
Q1 2022$1,126,000
-3.8%
39,557
-5.8%
0.41%
-3.1%
Q4 2021$1,171,000
-10.5%
41,989
-12.1%
0.42%
-19.4%
Q3 2021$1,309,000
-11.6%
47,786
-9.2%
0.52%
-16.5%
Q2 2021$1,480,000
-4.9%
52,610
-6.9%
0.63%
-22.3%
Q1 2021$1,556,000
-17.4%
56,503
-22.0%
0.81%
-28.0%
Q4 2020$1,884,000
+8.4%
72,415
-10.2%
1.12%
-13.4%
Q3 2020$1,738,000
-13.4%
80,621
-10.8%
1.30%
-17.7%
Q2 2020$2,008,000
+10.4%
90,348
-1.9%
1.58%
-16.1%
Q1 2020$1,819,000
-31.9%
92,109
-5.3%
1.88%
-7.7%
Q4 2019$2,672,000
+4.3%
97,276
-1.7%
2.04%
-3.8%
Q3 2019$2,563,000
-0.9%
98,923
-0.6%
2.12%
-3.4%
Q2 2019$2,587,000
-1.0%
99,483
+1.7%
2.19%
-7.7%
Q1 2019$2,612,000
+16.3%
97,822
+3.8%
2.37%
-4.2%
Q4 2018$2,246,00094,2772.48%
Other shareholders
ALPS ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Del-Sette Capital Management, LLC 570,788$16,068,00015.54%
ForthRight Wealth Management, LLC 151,148$4,255,0002.20%
Avantax Planning Partners, Inc. 583,691$16,431,0000.65%
Wambolt & Associates, LLC 39,557$1,126,0000.41%
CAHILL FINANCIAL ADVISORS INC 58,025$1,633,0000.31%
Hilltop Holdings Inc. 43,592$1,227,0000.14%
ROCKLAND TRUST CO 30,673$863,0000.06%
WIPFLI FINANCIAL ADVISORS LLC, 13,087$368,399,0000.04%
BerganKDV Wealth Management, LLC 8,130$229,0000.02%
Baystate Wealth Management LLC 8,492$239,0000.02%
View complete list of ALPS ETF TR shareholders