Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in ALPS ETF Trust - ALPS Active Equity Opportunity ETF include Alps Advisors Inc, Main Street Financial Solutions, LLC, and Evolution Wealth Management Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 1,938 | 0.05 | 117 | 8.41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 276 | 17 | ||||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 172,865 | 237.20 | 9,484 | 206.40 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,126 | 308 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 153,955 | 9,258 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,459 | 148 |
