GoalVest Advisory LLC - ALPS ETF TR ownership

ALPS ETF TR's ticker is and the CUSIP is 00162Q395. A total of 38 filers reported holding ALPS ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of ALPS ETF TR
ValueSharesWeighting
Q4 2023$86,862
+11.6%
2,2170.0%0.04%
-2.6%
Q3 2023$77,839
-4.3%
2,2170.0%0.04%
-7.1%
Q2 2023$81,364
+3.9%
2,2170.0%0.04%
-8.7%
Q1 2023$78,304
+5.2%
2,2170.0%0.05%
-4.2%
Q4 2022$74,425
+12.8%
2,2170.0%0.05%
+4.3%
Q3 2022$66,000
-7.0%
2,2170.0%0.05%
+2.2%
Q2 2022$71,0002,2170.04%
Other shareholders
ALPS ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 324,937$11,925,1806.28%
BARNES PETTEY FINANCIAL ADVISORS, LLC 57,701$2,117,6271.83%
Clay Northam Wealth Management, LLC 30,917$1,134,6681.08%
Empirical Asset Management, LLC 24,633$904,0240.80%
Acorn Wealth Advisors, LLC 18,935$694,9150.47%
Park Edge Advisors, LLC 35,004$1,284,6500.43%
SHEETS SMITH WEALTH MANAGEMENT 29,516$1,083,2230.16%
ORG Partners LLC 22,035$809,1780.13%
Cambridge Advisors Inc. 11,255$413,0740.11%
Diligent Investors, LLC 7,280$267,1760.08%
View complete list of ALPS ETF TR shareholders