ALPS ETF TR's ticker is ACES and the CUSIP is 00162Q460. A total of 71 filers reported holding ALPS ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,603 | -49.2% | 1,165 | -37.2% | 0.00% | – |
| Q2 2023 | $83,809 | +10.3% | 1,855 | +13.5% | 0.00% | – |
| Q1 2023 | $76,012 | -15.8% | 1,635 | -17.6% | 0.00% | – |
| Q4 2022 | $90,298 | -21.5% | 1,985 | -4.8% | 0.00% | – |
| Q3 2022 | $115,000 | +15.0% | 2,085 | 0.0% | 0.00% | – |
| Q2 2022 | $100,000 | -23.1% | 2,085 | +0.7% | 0.00% | – |
| Q1 2022 | $130,000 | +16.1% | 2,070 | +18.9% | 0.00% | – |
| Q4 2021 | $112,000 | -2.6% | 1,741 | 0.0% | 0.00% | – |
| Q3 2021 | $115,000 | -11.5% | 1,741 | +1.8% | 0.00% | – |
| Q2 2021 | $130,000 | +88.4% | 1,711 | +96.4% | 0.00% | – |
| Q1 2021 | $69,000 | +38.0% | 871 | +40.3% | 0.00% | – |
| Q4 2020 | $50,000 | +614.3% | 621 | +396.8% | 0.00% | – |
| Q3 2020 | $7,000 | – | 125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 22,299 | $1,036,680 | 1.03% |
| Navis Wealth Advisors, LLC | 19,912 | $925,723 | 1.02% |
| CIBC Private Wealth Group, LLC | 12,174,446 | $565,989,978 | 0.63% |
| Ulland Investment Advisors, LLC | 8,965 | $417 | 0.49% |
| DUDLEY & SHANLEY, INC. | 52,050 | $2,419,804 | 0.46% |
| ERn Financial, LLC | 42,717 | $1,985,936 | 0.44% |
| Money Design Co.,Ltd. | 115,493 | $5,369 | 0.32% |
| TOBIAS FINANCIAL ADVISORS, INC. | 12,538 | $582,892 | 0.17% |
| Tempus Wealth Planning, LLC | 6,274 | $291,678 | 0.14% |
| Westside Investment Management, Inc. | 8,645 | $400,265 | 0.12% |