ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 73 filers reported holding ALPS ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,593 | -19.1% | 10,626 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $480,083 | -3.0% | 10,626 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $495,165 | +2.2% | 10,651 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $484,514 | -18.0% | 10,651 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $591,000 | +14.1% | 10,651 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $518,000 | -23.3% | 10,651 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $675,000 | -25.6% | 10,651 | -24.6% | 0.00% | 0.0% |
| Q4 2021 | $907,000 | +12.1% | 14,133 | +15.5% | 0.00% | -50.0% |
| Q3 2021 | $809,000 | +22.2% | 12,233 | +40.2% | 0.00% | +100.0% |
| Q2 2021 | $662,000 | -2.8% | 8,726 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $681,000 | -17.5% | 8,726 | -15.2% | 0.00% | -50.0% |
| Q4 2020 | $825,000 | +70.5% | 10,295 | +18.0% | 0.00% | +100.0% |
| Q3 2020 | $484,000 | +41.9% | 8,726 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $341,000 | +35.9% | 8,726 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $251,000 | -14.9% | 8,726 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $295,000 | +1538.9% | 8,726 | +1441.7% | 0.00% | – |
| Q3 2019 | $18,000 | +5.9% | 566 | 0.0% | 0.00% | – |
| Q2 2019 | $17,000 | +13.3% | 566 | 0.0% | 0.00% | – |
| Q1 2019 | $15,000 | +15.4% | 566 | 0.0% | 0.00% | – |
| Q4 2018 | $13,000 | -13.3% | 566 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | – | 566 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 32,099 | $2,573,000 | 2.32% |
| MRA Advisory Group | 26,976 | $2,162,000 | 2.13% |
| CIBC Private Wealth Group, LLC | 5,318,677 | $426,292,000 | 1.13% |
| Fulcrum Equity Management | 20,335 | $1,630,000 | 0.65% |
| American Institute for Advanced Investment Management, LLP | 9,016 | $723,000 | 0.58% |
| Wagner Wealth Management, LLC | 7,424 | $595,000 | 0.56% |
| Stelac Advisory Services LLC | 17,087 | $1,368,000 | 0.35% |
| Empowered Funds, LLC | 20,370 | $1,633,000 | 0.31% |
| Brookstone Capital Management | 90,597 | $7,261,000 | 0.29% |
| Stamos Capital Partners, L.P. | 4,900 | $393,000 | 0.17% |