ALPS ETF TR's ticker is BFOR and the CUSIP is 00162Q726.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900,800 | +18.7% | 16,000 | +20.7% | 0.35% | -4.1% |
| Q2 2023 | $758,709 | +5.1% | 13,252 | 0.0% | 0.37% | +27.2% |
| Q1 2023 | $721,836 | +2.2% | 13,252 | 0.0% | 0.29% | -0.7% |
| Q4 2022 | $706,288 | +256732.0% | 13,252 | +136.6% | 0.29% | +126.4% |
| Q3 2022 | $275 | -28.6% | 5,600 | -26.9% | 0.13% | -23.2% |
| Q2 2022 | $385 | +11.0% | 7,665 | +31.1% | 0.17% | +15.1% |
| Q1 2022 | $347 | – | 5,847 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OPTIONS SOLUTIONS, LLC | 10,000 | $563,000 | 0.61% |
| ASB Consultores, LLC | 16,000 | $900,800 | 0.35% |
| 9258 Wealth Management, LLC | 13,275 | $747,383 | 0.14% |
| RVW Wealth, LLC | 3,069 | $172,765 | 0.02% |
| Texas Yale Capital Corp. | 6,335 | $356,661 | 0.02% |
| Asset Dedication, LLC | 3,236 | $182 | 0.02% |
| Tyler-Stone Wealth Management | 400 | $23 | 0.01% |
| Cassady Schiller Wealth Management, LLC | 300 | $16,890 | 0.01% |
| OSAIC HOLDINGS, INC. | 30,173 | $1,698,736 | 0.00% |
| MORGAN STANLEY | 293,259 | $16,510,547 | 0.00% |