ALPS ETF TR's ticker is and the CUSIP is 00162Q395. A total of 2 filers reported holding ALPS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $846,058 | -6.4% | 24,097 | -2.2% | 0.74% | -7.9% |
| Q2 2023 | $904,024 | +8.4% | 24,633 | +4.3% | 0.80% | +0.3% |
| Q1 2023 | $834,304 | -14.7% | 23,621 | -18.9% | 0.80% | -22.5% |
| Q4 2022 | $978,270 | +6.9% | 29,141 | -4.5% | 1.03% | +3.2% |
| Q3 2022 | $915,000 | -10.4% | 30,511 | -5.6% | 1.00% | -7.2% |
| Q2 2022 | $1,021,000 | – | 32,309 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 342,014 | $11,006,000 | 6.27% |
| Empirical Asset Management, LLC | 32,309 | $1,021,000 | 1.08% |
| Clay Northam Wealth Management, LLC | 21,445 | $677,000 | 0.84% |
| Acorn Wealth Advisors, LLC | 13,580 | $429,000 | 0.34% |
| SHEETS SMITH WEALTH MANAGEMENT | 28,608 | $904,000 | 0.15% |
| Diligent Investors, LLC | 8,020 | $253,000 | 0.09% |
| Cambridge Advisors Inc. | 9,491 | $300,000 | 0.08% |
| Capital Advisors, Ltd. LLC | 10,925 | $345,000 | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 104,035 | $3,286,000 | 0.05% |
| GoalVest Advisory LLC | 2,217 | $71,000 | 0.04% |