ALPS ETF TR's ticker is EQL and the CUSIP is 00162Q205. A total of 46 filers reported holding ALPS ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998,175 | +4.5% | 9,950 | +8.7% | 0.13% | +8.2% |
| Q2 2023 | $954,894 | +6.0% | 9,150 | +1.1% | 0.12% | 0.0% |
| Q1 2023 | $900,738 | +6.3% | 9,050 | +2.3% | 0.12% | +3.4% |
| Q4 2022 | $847,034 | +9.7% | 8,850 | +1.1% | 0.12% | +0.9% |
| Q3 2022 | $772,000 | -5.7% | 8,750 | 0.0% | 0.12% | -7.1% |
| Q2 2022 | $819,000 | -4.1% | 8,750 | +11.5% | 0.13% | +7.7% |
| Q1 2022 | $854,000 | +22.9% | 7,850 | +23.6% | 0.12% | +20.6% |
| Q4 2021 | $695,000 | +38.2% | 6,350 | +25.5% | 0.10% | +26.0% |
| Q3 2021 | $503,000 | +30.3% | 5,060 | +31.1% | 0.08% | +32.8% |
| Q2 2021 | $386,000 | +22.5% | 3,860 | +14.9% | 0.06% | +13.7% |
| Q1 2021 | $315,000 | +34.6% | 3,360 | +24.0% | 0.05% | +15.9% |
| Q4 2020 | $234,000 | – | 2,710 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aveo Capital Partners, LLC | 142,338 | $14,279,203 | 1.88% |
| Gateway Wealth Partners, LLC | 24,802 | $2,488,099 | 0.45% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 187,210 | $18,780,741 | 0.29% |
| Insight Folios Inc | 4,234 | $424,750 | 0.21% |
| ORG Partners LLC | 5,721 | $573,912 | 0.17% |
| SMITH, MOORE & CO. | 9,950 | $998,175 | 0.13% |
| GREAT VALLEY ADVISOR GROUP, INC. | 22,452 | $2,252,364 | 0.09% |
| TOTAL INVESTMENT MANAGEMENT INC | 2,691 | $269,955 | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 116,858 | $11,723,138 | 0.02% |
| Snowden Capital Advisors LLC | 3,515 | $352,622 | 0.02% |