Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ACTIVE REIT ETF
-
Total 13F shares
-
349,187
-
Share change
-
+181,182
-
Total reported value
-
$10,178,981
-
Price per share
-
$29.18
-
Number of holders
-
15
-
Value change
-
+$5,294,868
-
Number of buys
-
9
-
Number of sells
-
4
Institutional Holders of ALPS ETF TR - ACTIVE REIT ETF (REIT) as of Q3 2024
As of 30 Sep 2024,
ALPS ETF TR - ACTIVE REIT ETF (REIT) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
349,187 shares.
The largest 10 holders included
Ellsworth Advisors, LLC, Advisor OS, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, GTS SECURITIES LLC, Robertson Stephens Wealth Management, LLC, Arete Wealth Advisors, LLC, ARBOR CAPITAL MANAGEMENT INC /ADV, Fermata Advisors, LLC, Parallel Advisors, LLC, and NATIONAL BANK OF CANADA /FI/.
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.