Keudell/Morrison Wealth Management - 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
Keudell/Morrison Wealth Management ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$241,890
+7.6%
5,7320.0%0.07%
+13.8%
Q2 2023$224,752
-2.0%
5,732
-3.4%
0.06%
-4.4%
Q1 2023$229,349
-6.4%
5,934
-11.5%
0.07%
-26.1%
Q3 2022$245,000
+8.4%
6,704
+2.4%
0.09%
+12.2%
Q2 2022$226,000
-13.1%
6,549
-3.5%
0.08%
-24.8%
Q1 2022$260,000
+0.8%
6,789
-14.0%
0.11%
+6.9%
Q4 2021$258,000
-58.3%
7,894
-57.5%
0.10%
-61.5%
Q3 2021$619,000
-7.7%
18,584
+0.8%
0.26%
-27.8%
Q2 2021$671,000
+19.0%
18,429
-0.4%
0.37%
+12.2%
Q1 2021$564,000
+18.5%
18,504
-0.2%
0.33%
+8.3%
Q4 2020$476,000
+8.9%
18,534
-15.3%
0.30%
+7.5%
Q3 2020$437,000
-29.5%
21,894
-12.9%
0.28%
-45.2%
Q2 2020$620,00025,1280.51%
Other shareholders
ALPS ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Naviter Wealth, LLC 695,935$26,654,0008.89%
Golden Green, Inc. 231,211$8,855,0007.28%
RATIONAL ADVISORS LLC 2,937,507$112,506,0006.66%
FWL INVESTMENT MANAGEMENT, LLC 254,585$9,751,0006.02%
SEARCY FINANCIAL SERVICES INC /ADV 252,793$9,682,0005.68%
Chicago Wealth Management, Inc. 215,024$8,235,0005.53%
Householder Group Estate & Retirement Specialist, LLC 290,701$11,134,0004.49%
VisionPoint Advisory Group, LLC 224,552$8,136,0003.77%
MUHLENKAMP & CO INC 281,693$10,789,0003.76%
Friedenthal Financial 162,787$6,235,0003.69%
View complete list of ALPS ETF TR shareholders