ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 604 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is 1.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,803,064 | +5.0% | 58,422 | +3.9% | 0.46% | +3.1% |
| Q1 2024 | $2,668,588 | +28.3% | 56,228 | +14.9% | 0.45% | +55.4% |
| Q4 2023 | $2,080,469 | +18.1% | 48,929 | +17.3% | 0.29% | +9.1% |
| Q3 2023 | $1,760,972 | +53.2% | 41,729 | +42.4% | 0.26% | +76.5% |
| Q2 2023 | $1,149,409 | +13.2% | 29,314 | +11.5% | 0.15% | +12.0% |
| Q1 2023 | $1,015,691 | +35.2% | 26,279 | +33.2% | 0.13% | +27.9% |
| Q4 2022 | $751,090 | +10.9% | 19,729 | +6.5% | 0.10% | -4.6% |
| Q3 2022 | $677,000 | +15.7% | 18,529 | +9.1% | 0.11% | +21.1% |
| Q2 2022 | $585,000 | -9.9% | 16,991 | +0.2% | 0.09% | +3.4% |
| Q1 2022 | $649,000 | +17.1% | 16,954 | +0.2% | 0.09% | +17.6% |
| Q4 2021 | $554,000 | -10.1% | 16,917 | +0.8% | 0.07% | -10.8% |
| Q3 2021 | $616,000 | -0.2% | 16,776 | -1.0% | 0.08% | -2.4% |
| Q2 2021 | $617,000 | +19.6% | 16,937 | +0.2% | 0.08% | +11.8% |
| Q1 2021 | $516,000 | +46.6% | 16,902 | +23.1% | 0.08% | +24.6% |
| Q4 2020 | $352,000 | – | 13,735 | – | 0.06% | – |
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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% |