Heartwood Wealth Advisors LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 537 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$3,304,682
+0.9%
78,310
-6.2%
0.49%
+5.0%
Q2 2023$3,273,917
+8.9%
83,497
+7.4%
0.46%
+3.6%
Q1 2023$3,005,926
+18.0%
77,773
+16.2%
0.45%
+12.3%
Q4 2022$2,548,063
+0.0%
66,931
-3.9%
0.40%
-9.5%
Q3 2022$2,547,000
-66.0%
69,674
-67.9%
0.44%
-64.2%
Q2 2022$7,486,000
-10.3%
217,305
-0.3%
1.23%
-0.9%
Q1 2022$8,347,000
-35.8%
217,941
-45.2%
1.24%
-36.4%
Q4 2021$13,009,000
+0.0%
397,361
+1.9%
1.95%
-3.5%
Q3 2021$13,003,000
-6.3%
390,124
+2.4%
2.02%
-5.1%
Q2 2021$13,873,000
+31.0%
381,028
+9.7%
2.13%
+25.4%
Q1 2021$10,590,000
+4136.0%
347,229
+3326.7%
1.70%
+3371.4%
Q2 2020$250,00010,1330.05%
Other shareholders
ALPS ETF TR shareholders Q1 2023
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