ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 516 filers reported holding ALPS ETF TR in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $884,463 | -24.0% | 18,434 | -24.8% | 0.32% | -25.7% |
| Q1 2024 | $1,164,051 | +8.3% | 24,527 | -3.0% | 0.44% | -7.4% |
| Q4 2023 | $1,074,906 | -1.6% | 25,280 | -2.3% | 0.47% | -11.3% |
| Q3 2023 | $1,092,052 | +0.7% | 25,878 | -6.4% | 0.53% | -0.6% |
| Q2 2023 | $1,083,960 | -24.9% | 27,645 | -25.9% | 0.53% | -27.6% |
| Q1 2023 | $1,442,727 | +0.9% | 37,328 | -0.6% | 0.74% | -12.0% |
| Q4 2022 | $1,429,224 | +42.6% | 37,542 | +37.0% | 0.84% | +38.4% |
| Q3 2022 | $1,002,000 | +27.2% | 27,411 | +19.8% | 0.61% | +21.2% |
| Q2 2022 | $788,000 | -57.7% | 22,884 | -53.0% | 0.50% | -55.8% |
| Q1 2022 | $1,865,000 | +16.5% | 48,682 | -0.5% | 1.13% | +7.7% |
| Q4 2021 | $1,601,000 | +3.9% | 48,913 | +5.8% | 1.05% | -10.0% |
| Q3 2021 | $1,541,000 | -5.2% | 46,236 | +3.6% | 1.17% | -14.6% |
| Q2 2021 | $1,626,000 | +36.5% | 44,650 | +14.4% | 1.37% | +3.7% |
| Q1 2021 | $1,191,000 | – | 39,036 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALLEN WEALTH MANAGEMENT, LLC | 318,725 | $15,292,405 | 13.61% |
| VISTA FINANCE, LLC | 156,205 | $7,494,739 | 11.48% |
| SEARCY FINANCIAL SERVICES INC /ADV | 321,083 | $15,405,571 | 7.69% |
| SOUTHPORT MANAGEMENT, L.L.C. | 30,500 | $1,463,390 | 6.55% |
| RATIONAL ADVISORS LLC | 1,281,676 | $61,494,814 | 6.00% |
| Madison Park Capital Advisors, LLC | 144,581 | $6,937,007 | 5.80% |
| Naviter Wealth, LLC | 768,276 | $36,861,863 | 5.50% |
| Lake Hills Wealth Management, LLC | 159,493 | $7,652,474 | 5.49% |
| FORTEM FINANCIAL GROUP, LLC | 230,727 | $11,070,281 | 4.76% |
| IronBridge Private Wealth, LLC | 260,861 | $12,516,112 | 4.68% |