9258 Wealth Management, LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is BFOR and the CUSIP is 00162Q726. A total of 22 filers reported holding ALPS ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$747,383
-1.7%
13,2750.0%0.14%
+1.4%
Q2 2023$760,026
+5.1%
13,2750.0%0.14%
-2.1%
Q1 2023$723,089
+2.2%
13,2750.0%0.15%
-4.6%
Q4 2022$707,514
+8.0%
13,275
-0.4%
0.15%
-8.4%
Q3 2022$655,000
-2.2%
13,3250.0%0.17%
-2.9%
Q2 2022$670,000
-15.3%
13,3250.0%0.17%
-6.0%
Q1 2022$791,000
-7.9%
13,3250.0%0.18%
-7.1%
Q4 2021$859,000
+9.3%
13,3250.0%0.20%
-6.2%
Q3 2021$786,000
-0.8%
13,3250.0%0.21%
-1.4%
Q2 2021$792,000
+5.5%
13,3250.0%0.21%
-5.3%
Q1 2021$751,000
+13.3%
13,3250.0%0.22%
+4.2%
Q4 2020$663,000
+17.6%
13,3250.0%0.22%
+1.4%
Q3 2020$564,000
+5.8%
13,325
-2.0%
0.21%
-1.4%
Q2 2020$533,000
+11.5%
13,6000.0%0.22%
+2.9%
Q1 2020$478,000
-24.7%
13,600
-8.4%
0.21%
-9.9%
Q4 2019$635,00014,8500.23%
Other shareholders
ALPS ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
OPTIONS SOLUTIONS, LLC 10,000$563,0000.61%
ASB Consultores, LLC 16,000$900,8000.35%
9258 Wealth Management, LLC 13,275$747,3830.14%
RVW Wealth, LLC 3,069$172,7650.02%
Texas Yale Capital Corp. 6,335$356,6610.02%
Asset Dedication, LLC 3,236$1820.02%
Tyler-Stone Wealth Management 400$230.01%
Cassady Schiller Wealth Management, LLC 300$16,8900.01%
OSAIC HOLDINGS, INC. 30,173$1,698,7360.00%
MORGAN STANLEY 293,259$16,510,5470.00%
View complete list of ALPS ETF TR shareholders