ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 69 filers reported holding ALPS ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649,868 | -29.2% | 17,771 | -12.5% | 0.94% | +11.9% |
| Q2 2023 | $917,797 | -0.9% | 20,314 | +2.0% | 0.84% | -17.1% |
| Q1 2023 | $925,723 | -11.9% | 19,912 | -13.8% | 1.02% | -32.0% |
| Q4 2022 | $1,050,469 | -49.4% | 23,092 | -38.2% | 1.49% | -53.4% |
| Q3 2022 | $2,075,000 | +16.7% | 37,391 | +2.2% | 3.20% | +68.2% |
| Q2 2022 | $1,778,000 | -28.4% | 36,578 | -6.7% | 1.90% | -13.5% |
| Q1 2022 | $2,483,000 | -13.0% | 39,216 | -11.9% | 2.20% | -8.3% |
| Q4 2021 | $2,854,000 | +15.8% | 44,492 | +19.4% | 2.40% | +39.6% |
| Q3 2021 | $2,464,000 | -13.9% | 37,258 | -1.3% | 1.72% | -28.4% |
| Q2 2021 | $2,861,000 | +7.7% | 37,734 | +10.8% | 2.40% | +16.8% |
| Q1 2021 | $2,656,000 | +3.2% | 34,042 | +6.1% | 2.06% | -11.5% |
| Q4 2020 | $2,573,000 | – | 32,099 | – | 2.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 32,099 | $2,573,000 | 2.32% |
| MRA Advisory Group | 26,976 | $2,162,000 | 2.13% |
| CIBC Private Wealth Group, LLC | 5,318,677 | $426,292,000 | 1.13% |
| Fulcrum Equity Management | 20,335 | $1,630,000 | 0.65% |
| American Institute for Advanced Investment Management, LLP | 9,016 | $723,000 | 0.58% |
| Wagner Wealth Management, LLC | 7,424 | $595,000 | 0.56% |
| Stelac Advisory Services LLC | 17,087 | $1,368,000 | 0.35% |
| Empowered Funds, LLC | 20,370 | $1,633,000 | 0.31% |
| Brookstone Capital Management | 90,597 | $7,261,000 | 0.29% |
| Stamos Capital Partners, L.P. | 4,900 | $393,000 | 0.17% |