Filing Research | ALPS ETF TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	138.8KSH	$7.0M
2	Summit Financial Wealth Advisors, LLC	Shares	74.1KSH	$3.7M
3	Sherry Group, Inc.	Shares	38.9KSH	$2.0M
4	Maltin Wealth Management, Inc.	Shares	20.8KSH	$1.1M
5	PRIVATE CLIENT SERVICES, LLC	Shares	13.4KSH	$675.6K
6	GUIDANCE CAPITAL, INC	Shares	10.4KSH	$535.0K
7	Sowell Financial Services LLC	Shares	9.7KSH	$490.8K
8	BostonPremier Wealth LLC	Shares	6.6KSH	$331.0K
9	Provenance Wealth Advisors, LLC	Shares	900SH	$45.4K
10	SOA Wealth Advisors, LLC.	Shares	471SH	$23.8K
11	Atlantic Edge Private Wealth Management, LLC	Shares	156SH	$7.9K
12	DELTA CAPITAL MANAGEMENT LLC	Shares	8.1KSH	$409

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+4.0K	+$589.6K	$7.0M
2	Summit Financial Wealth Advisors, LLC added	Shares	+3.3K	+$372.4K	$3.7M
3	Sherry Group, Inc. added	Shares	+3.0K	+$258.6K	$2.0M
4	GUIDANCE CAPITAL, INC added	Shares	+4.1K	+$218.6K	$535.0K
5	PRIVATE CLIENT SERVICES, LLC added	Shares	+2.6K	+$161.3K	$675.6K
6	Sowell Financial Services LLC added	Shares	+1.5K	+$101.5K	$490.8K
7	Maltin Wealth Management, Inc. added	Shares	+24	+$61.4K	$1.1M
8	BostonPremier Wealth LLC trimmed	Shares	-50	+$16.6K	$331.0K
9	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$2.6K	$45.4K
10	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$1.4K	$23.8K
11	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$451	$7.9K
12	DELTA CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$24	$409

Filing Research | ALPS ETF TR Institutional Holdings