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ALPS ETF Trust

ALPS ETF Trust
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001414040
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Stammdaten

Unternehmen & Branche

NameALPS ETF Trust
Ticker
CIK0001414040

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

GeschäftsadresseP.O. Box 328, 80201-0328 Denver, CO
Telefon303.623.2577
EIN (IRS)00-0000000

Listing & Historie

Fiskaljahr-Ende30.11.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42.622.50856.139.567-13.517.0591.100.945.307Reduziert-24,1%
MORGAN STANLEY19.922.44818.594.0261.328.4221.052.351.425Aufgestockt+7,1%
BANK OF AMERICA CORP /DE/13.124.00313.012.500111.503688.678.617Aufgestockt+0,9%
WELLS FARGO & COMPANY/MN9.308.6638.698.787609.876489.306.375Aufgestockt+7,0%
JANE STREET GROUP, LLC7.139.661713.9416.425.720370.953.976Aufgestockt+900,0%
GOLDMAN SACHS GROUP INC7.111.5437.381.937-270.394369.191.157Reduziert-3,7%
LPL Financial LLC5.418.6424.759.442659.200277.769.471Aufgestockt+13,9%
RAYMOND JAMES FINANCIAL INC5.033.0565.094.962-61.906249.463.342Reduziert-1,2%
Allen Investment Management, LLC4.005.5353.751.091254.444210.851.340Aufgestockt+6,8%
UBS Group AG3.915.7063.758.573157.133208.181.237Aufgestockt+4,2%
Annex Advisory Services, LLC8.062.3336.974.9111.087.422207.777.702Aufgestockt+15,6%
ROYAL BANK OF CANADA3.002.2592.852.469149.790159.847.000Aufgestockt+5,3%
SHUFRO ROSE & CO LLC5.106.3844.858.041248.343131.514.925Aufgestockt+5,1%
AMERIPRISE FINANCIAL INC2.528.2972.557.485-29.188126.743.309Reduziert-1,1%
LEVEL FOUR ADVISORY SERVICES, LLC3.598.0674.026.547-428.480119.464.079Reduziert-10,6%
Creative Planning2.263.2072.270.229-7.022119.267.103Reduziert-0,3%
Stratos Investment Management, LLC3.427.0613.259.817167.24488.263.981Aufgestockt+5,1%
US BANCORP \DE\1.644.6581.420.857223.80186.443.303Aufgestockt+15,8%
Naviter Wealth, LLC1.345.7641.198.323147.44170.841.000Aufgestockt+12,3%
STIFEL FINANCIAL CORP1.354.3141.334.68719.62770.129.302Aufgestockt+1,5%
Hamilton Wealth, LLC2.667.2681.351.3291.315.93969.072.140Aufgestockt+97,4%
OSAIC HOLDINGS, INC.1.247.5551.146.938100.61762.578.488Aufgestockt+8,8%
COMMONWEALTH EQUITY SERVICES, LLC1.144.5801.117.02227.55860.770.679Aufgestockt+2,5%
ENVESTNET ASSET MANAGEMENT INC1.264.386973.467290.91960.598.900Aufgestockt+29,9%
STEPHENS INC /AR/1.010.3951.012.846-2.45153.187.206Reduziert-0,2%
Trilogy Capital Inc.1.957.6521.635.991321.66150.807.540Aufgestockt+19,7%
CIBC Bancorp USA Inc.1.458.54701.458.54749.961.905Neu+100,0%
Sumitomo Mitsui Trust Group, Inc.882.651826.13556.51646.462.749Aufgestockt+6,8%
Rockefeller Capital Management L.P.849.4131.087.561-238.14845.320.764Reduziert-21,9%
Cetera Investment Advisers883.816843.36540.45144.558.478Aufgestockt+4,8%
HighTower Advisors, LLC841.094794.51546.57943.992.557Aufgestockt+5,9%
CIBC Private Wealth Group LLC1.322.37501.322.37543.512.598Neu+100,0%
Phoenix Financial Ltd.1.465.17301.465.17338.270.319Neu+100,0%
Lineweaver Wealth Advisors, LLC1.465.7741.383.90381.87137.751.013Aufgestockt+5,9%
NewEdge Advisors, LLC669.041517.215151.82635.131.892Aufgestockt+29,4%
Del-Sette Capital Management, LLC862.257601.111261.14632.958.662Aufgestockt+43,4%
Proficio Capital Partners LLC610.337718.380-108.04332.138.133Reduziert-15,0%
TIAA Wealth Investment Management LLC602.8320602.83232.106.813Neu+100,0%
Kestra Advisory Services, LLC594.239509.12285.11731.792.207Aufgestockt+16,7%
CAPTRUST FINANCIAL ADVISORS543.355447.08196.27428.666.387Aufgestockt+21,5%
BLAIR WILLIAM & CO/IL535.832531.5384.29428.200.785Aufgestockt+0,8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP587.170921.305-334.13527.790.955Reduziert-36,3%
EP Wealth Advisors, LLC514.685518.319-3.63427.093.017Reduziert-0,7%
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO506.822506.822026.679.110Unverändert0,0%
Meridian Wealth Management, LLC909.094886.82022.27425.445.062Aufgestockt+2,5%
FWL INVESTMENT MANAGEMENT, LLC474.433392.57481.85924.969.399Aufgestockt+20,9%
Oxbow Advisors, LLC453.356226.260227.09623.864.648Aufgestockt+100,4%
TUDOR INVESTMENT CORP ET AL503.5000503.50023.674.570Neu+100,0%
SPIREPOINT PRIVATE CLIENT, LLC424.860373.40651.45422.364.653Aufgestockt+13,8%
CHOREO, LLC418.342436.641-18.29921.663.560Reduziert-4,2%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC42.622.50856.139.567-24,1%1.100.945.30711,6811 Q
MORGAN STANLEY19.922.44818.594.026+7,1%1.052.351.42511,1717 Q
BANK OF AMERICA CORP /DE/13.124.00313.012.500+0,9%688.678.6177,3114 Q
WELLS FARGO & COMPANY/MN9.308.6638.698.787+7,0%489.306.3755,1917 Q
JANE STREET GROUP, LLC7.139.661713.941+900,0%370.953.9763,9417 Q
GOLDMAN SACHS GROUP INC7.111.5437.381.937-3,7%369.191.1573,9217 Q
LPL Financial LLC5.418.6424.759.442+13,9%277.769.4712,9517 Q
RAYMOND JAMES FINANCIAL INC5.033.0565.094.962-1,2%249.463.3422,656 Q
Allen Investment Management, LLC4.005.5353.751.091+6,8%210.851.3402,2417 Q
UBS Group AG3.915.7063.758.573+4,2%208.181.2372,2117 Q
Annex Advisory Services, LLC8.062.3336.974.911+15,6%207.777.7022,209 Q
ROYAL BANK OF CANADA3.002.2592.852.469+5,3%159.847.0001,7017 Q
SHUFRO ROSE & CO LLC5.106.3844.858.041+5,1%131.514.9251,406 Q
AMERIPRISE FINANCIAL INC2.528.2972.557.485-1,1%126.743.3091,3417 Q
LEVEL FOUR ADVISORY SERVICES, LLC3.598.0674.026.547-10,6%119.464.0791,2714 Q
Creative Planning2.263.2072.270.229-0,3%119.267.1031,2717 Q
Stratos Investment Management, LLC3.427.0613.259.817+5,1%88.263.9810,9410 Q
US BANCORP \DE\1.644.6581.420.857+15,8%86.443.3030,9217 Q
Naviter Wealth, LLC1.345.7641.198.323+12,3%70.841.0000,7517 Q
STIFEL FINANCIAL CORP1.354.3141.334.687+1,5%70.129.3020,7417 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓969225,59.456
31.12.2025✓930262,410.440
30.09.2025✓883249,59.820
30.06.2025✓871216,713.935
31.03.2025✓880210,111.720
31.12.2024✓856244,011.696

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
EP Wealth Advisors, LLC518.31924.371.357
TUDOR INVESTMENT CORP ET AL503.50023.674.570
Waratah Capital Advisors Ltd.400.00018.808.000
Granby Capital Management, LLC200.0009.404.000
Tenzing Financial LLC301.5378.156.248
PERRYMAN FINANCIAL ADVISORY INC /AD120.8605.605.502
Gross & Hartman Investments LLC177.0645.569.542
SBE LLC DBA CEDAR COVE WEALTH PARTNERS204.5015.331.339
SMART Wealth LLC85.5654.023.247
Redhawk Wealth Advisors, Inc.98.5433.468.324

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC56.139.5676.182.817+12.4 %1.479.163.859
Trilogy Capital Inc.1.635.9911.620.526+10478.7 %42.952.798
THRIVENT FINANCIAL FOR LUTHERANS2.267.0431.531.867+208.4 %73.361
Annex Advisory Services, LLC6.974.9111.520.265+27.9 %181.835.936
Meridian Wealth Management, LLC886.820832.822+1542.3 %24.910.577
BANK OF AMERICA CORP /DE/13.012.500793.334+6.5 %631.469.013
SUSQUEHANNA INTERNATIONAL GROUP, LLP921.305528.628+134.6 %41.648.678
JANE STREET GROUP, LLC713.941467.994+190.3 %31.058.165
SHUFRO ROSE & CO LLC4.858.041424.090+9.6 %126.649.124
Quadrature Capital Ltd476.492417.602+709.1 %22.404.654

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
ENVESTNET ASSET MANAGEMENT INC973.467-628.034-39.2 %42.364.892
DAVENPORT & Co LLC206.464-458.059-68.9 %10.108.147
GOLDMAN SACHS GROUP INC7.381.937-444.258-5.7 %346.200.606
MORGAN STANLEY18.594.026-288.756-1.5 %897.689.815
ALLEN WEALTH MANAGEMENT, LLC106.042-223.479-67.8 %4.986.101
WELLS FARGO & COMPANY/MN8.698.787-214.899-2.4 %414.018.757
Naviter Wealth, LLC1.198.323-198.804-14.2 %56.345.163
UBS Group AG3.758.573-183.538-4.7 %181.439.035
Enclave Advisors LLC155.689-179.477-53.5 %7.320.479
Janney Montgomery Scott LLC641.825-178.042-21.7 %31.680

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweckΔ visuell
20.04.2026TRUIST FINANCIAL CORPPassiv (13G/A)16,50 %115.310+1,30 pp
23.10.2025TRUIST FINANCIAL CORPPassiv (13G/A)15,20 %121.6690,00 pp
20.10.2025TRUIST FINANCIAL CORPPassiv (13G/A)15,20 %121.669+15,20 pp
14.07.2025TRUIST FINANCIAL CORPPassiv (13G/A)Ausstieg0-13,10 pp
14.07.2025TRUIST FINANCIAL CORPPassiv (13G/A)13,10 %173.573+13,10 pp
02.07.2025TRUIST FINANCIAL CORPPassiv (13G/A)Ausstieg0-7,20 pp
07.04.2025TRUIST FINANCIAL CORPPassiv (13G/A)7,20 %44.739-5,50 pp
12.11.2024TRUIST FINANCIAL CORPPassiv (13G/A)12,70 %127.236+1,10 pp
12.11.2024TRUIST FINANCIAL CORPPassiv (13G/A)11,60 %46.378Neu
15.02.2023Truist Financial Corporation as Parent Holding Company forPassiv (13G/A)11,37 %207.542Neu
17.03.2022Truist Financial Corporation as Parent Holding Company for TruistPassiv (13G)12,93 %542.876Neu

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