ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 542 filers reported holding ALPS ETF TR in Q2 2023. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,287,735 | -10.9% | 26,839 | -11.9% | 0.15% | -14.7% |
| Q1 2024 | $1,446,059 | +6.2% | 30,469 | -4.9% | 0.18% | -14.5% |
| Q4 2023 | $1,361,873 | -3.1% | 32,029 | -3.8% | 0.21% | -13.4% |
| Q3 2023 | $1,405,682 | +8.5% | 33,310 | +0.8% | 0.24% | +7.7% |
| Q2 2023 | $1,296,047 | +16.0% | 33,054 | +14.3% | 0.22% | +13.3% |
| Q1 2023 | $1,117,526 | -5.9% | 28,914 | -7.3% | 0.20% | -14.0% |
| Q4 2022 | $1,187,479 | +4.3% | 31,192 | +0.1% | 0.23% | +7.5% |
| Q3 2022 | $1,139,000 | +5.7% | 31,153 | -0.5% | 0.21% | +7.6% |
| Q2 2022 | $1,078,000 | – | 31,296 | – | 0.20% | – |
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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% |