ALPS ETF TR's ticker is AMLP and the CUSIP is 00162Q452. A total of 545 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,713,745 | +1.5% | 139,928 | +0.4% | 3.14% | -2.1% |
| Q1 2024 | $6,614,975 | +8.2% | 139,380 | -3.1% | 3.20% | -9.4% |
| Q4 2023 | $6,116,034 | -0.5% | 143,839 | -1.3% | 3.54% | -7.6% |
| Q3 2023 | $6,148,667 | +5.3% | 145,703 | -2.1% | 3.83% | +7.4% |
| Q2 2023 | $5,836,997 | -4.3% | 148,865 | -4.2% | 3.56% | -14.1% |
| Q1 2023 | $6,096,467 | +1.3% | 155,324 | -1.8% | 4.15% | -8.0% |
| Q4 2022 | $6,020,923 | – | 158,154 | – | 4.51% | – |
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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% |