ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 10 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $883,148 | +2.5% | 20,928 | -4.8% | 0.08% | -3.5% |
| Q2 2023 | $861,748 | +7.0% | 21,978 | +5.5% | 0.09% | -1.1% |
| Q1 2023 | $805,546 | +15.6% | 20,842 | +13.8% | 0.09% | +4.8% |
| Q4 2022 | $697,121 | -20.3% | 18,312 | -23.5% | 0.08% | -26.5% |
| Q3 2022 | $875,000 | +6.4% | 23,930 | +0.3% | 0.11% | +7.6% |
| Q2 2022 | $822,000 | -10.6% | 23,857 | -0.6% | 0.10% | +15.4% |
| Q1 2022 | $919,000 | +17.1% | 24,000 | +0.1% | 0.09% | +11.0% |
| Q4 2021 | $785,000 | -0.9% | 23,976 | +0.9% | 0.08% | -15.5% |
| Q3 2021 | $792,000 | +6.6% | 23,767 | +16.5% | 0.10% | -2.0% |
| Q2 2021 | $743,000 | +108.1% | 20,409 | +74.3% | 0.10% | +83.3% |
| Q1 2021 | $357,000 | – | 11,712 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Naviter Wealth, LLC | 695,935 | $26,654,000 | 8.89% |
| Golden Green, Inc. | 231,211 | $8,855,000 | 7.28% |
| RATIONAL ADVISORS LLC | 2,937,507 | $112,506,000 | 6.66% |
| FWL INVESTMENT MANAGEMENT, LLC | 254,585 | $9,751,000 | 6.02% |
| SEARCY FINANCIAL SERVICES INC /ADV | 252,793 | $9,682,000 | 5.68% |
| Chicago Wealth Management, Inc. | 215,024 | $8,235,000 | 5.53% |
| Householder Group Estate & Retirement Specialist, LLC | 290,701 | $11,134,000 | 4.49% |
| VisionPoint Advisory Group, LLC | 224,552 | $8,136,000 | 3.77% |
| MUHLENKAMP & CO INC | 281,693 | $10,789,000 | 3.76% |
| Friedenthal Financial | 162,787 | $6,235,000 | 3.69% |