9258 Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 473 filers reported holding ALPS ETF TR in Q2 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q2 2024$424,671
-0.2%
8,851
-1.3%
0.06%
-1.5%
Q1 2024$425,669
+10.1%
8,969
-1.4%
0.07%
-2.9%
Q4 2023$386,677
+0.6%
9,094
-0.2%
0.07%
-9.3%
Q3 2023$384,484
+12.8%
9,111
+4.8%
0.08%
+17.2%
Q2 2023$340,774
+1.4%
8,6910.0%0.06%
-5.9%
Q1 2023$335,907
+1.5%
8,6910.0%0.07%
-5.6%
Q4 2022$330,866
+11.8%
8,691
+7.5%
0.07%
-5.3%
Q3 2022$296,000
+6.5%
8,0830.0%0.08%
+7.0%
Q2 2022$278,000
-10.3%
8,0830.0%0.07%
-1.4%
Q1 2022$310,000
+17.0%
8,0830.0%0.07%
+18.0%
Q4 2021$265,000
+26.8%
8,083
+28.8%
0.06%
+8.9%
Q3 2021$209,000
-5.4%
6,275
+3.3%
0.06%
-5.1%
Q2 2021$221,0006,0750.06%
Other shareholders
ALPS ETF TR shareholders Q2 2021
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