9258 Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 471 filers reported holding ALPS ETF TR in Q4 2021. The put-call ratio across all filers is 1.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Bullseye Investment Management, LLC 305,639$12,897,96610.47%
SEARCY FINANCIAL SERVICES INC /ADV 314,629$13,277,3558.02%
FWL INVESTMENT MANAGEMENT, LLC 231,246$9,758,5606.55%
RATIONAL ADVISORS LLC 1,688,750$71,265,2506.45%
Naviter Wealth, LLC 466,382$19,681,3044.75%
IronBridge Private Wealth, LLC 198,625$8,381,9764.54%
Householder Group Estate & Retirement Specialist, LLC 298,563$12,599,3924.54%
Golden Green, Inc. 92,554$3,905,7724.01%
Left Brain Wealth Management, LLC 145,703$6,148,6673.83%
Advisors Preferred, LLC 254,821$10,598,0053.44%
View complete list of ALPS ETF TR shareholders