Kathleen S. Wright Associates Inc. - ALPS ETF TR ownership

ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 10 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of ALPS ETF TR
ValueSharesWeighting
Q3 2023$65,241
+7.6%
1,5460.0%0.04%
-5.1%
Q2 2023$60,619
+1.4%
1,5460.0%0.04%0.0%
Q1 2023$59,753
+4.8%
1,5460.0%0.04%
-15.2%
Q3 2022$57,000
+7.5%
1,5460.0%0.05%
+2.2%
Q2 2022$53,000
-10.2%
1,5460.0%0.04%
+4.7%
Q1 2022$59,000
+15.7%
1,5460.0%0.04%
+13.2%
Q4 2021$51,0001,5460.04%
Other shareholders
ALPS ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bullseye Investment Management, LLC 305,639$12,897,96610.47%
SEARCY FINANCIAL SERVICES INC /ADV 314,629$13,277,3558.02%
FWL INVESTMENT MANAGEMENT, LLC 231,246$9,758,5606.55%
RATIONAL ADVISORS LLC 1,688,750$71,265,2506.45%
Naviter Wealth, LLC 466,382$19,681,3044.75%
IronBridge Private Wealth, LLC 198,625$8,381,9764.54%
Householder Group Estate & Retirement Specialist, LLC 298,563$12,599,3924.54%
Golden Green, Inc. 92,554$3,905,7724.01%
Left Brain Wealth Management, LLC 145,703$6,148,6673.83%
Advisors Preferred, LLC 254,821$10,598,0053.44%
View complete list of ALPS ETF TR shareholders