Heartwood Wealth Advisors LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is SDOG and the CUSIP is 00162Q858. A total of 141 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$1,151,624
-12.9%
24,487
-7.5%
0.17%
-9.6%
Q2 2023$1,322,648
+5.5%
26,469
+8.1%
0.19%
+0.5%
Q1 2023$1,253,530
+20.2%
24,483
+20.8%
0.19%
+14.7%
Q4 2022$1,042,534
+18.7%
20,267
+4.2%
0.16%
+7.2%
Q3 2022$878,000
+8.1%
19,448
+20.1%
0.15%
+13.4%
Q2 2022$812,000
+10.9%
16,198
+21.7%
0.13%
+22.9%
Q1 2022$732,000
+22.4%
13,306
+19.3%
0.11%
+21.1%
Q4 2021$598,000
+16.3%
11,153
+10.9%
0.09%
+12.5%
Q3 2021$514,000
+0.2%
10,054
+3.8%
0.08%
+1.3%
Q2 2021$513,0009,6840.08%
Other shareholders
ALPS ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 327,613$14,366,0002.84%
Madden Advisory Services, Inc. 83,453$3,659,0002.61%
Good Life Advisors, LLC 154,871$6,798,0002.10%
ProVise Management Group, LLC 287,703$12,616,0001.67%
Garrett Wealth Advisory Group, LLC 52,499$2,302,265,0001.61%
ACCURATE INVESTMENT SOLUTIONS, INC. 48,382$2,122,0001.55%
Joseph P. Lucia & Associates, LLC 31,890$1,398,0001.44%
Gemmer Asset Management LLC 131,460$5,765,0001.43%
Dynamic Advisor Solutions LLC 195,294$8,564,0001.33%
Blue Chip Wealth Management, Inc. 25,520$1,119,0001.17%
View complete list of ALPS ETF TR shareholders