Purchases and Sales Made in Q3 2025 in Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT) during Q3 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.8K+ 60.94% |
$534K - $565K
|
54.9K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.3KNew |
$342K - $362K
|
13.3K
$353K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8.07K+ 6.17% |
$207K - $219K
|
139K
$3.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.86K+ 74.0% |
$202K - $214K
|
18.5K
$490K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.13K+ 13.06% |
$132K - $139K
|
44.4K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.49K+ 12.09% |
$89.7K - $94.9K
|
32.4K
$858K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.62KNew |
$67.4K - $71.3K
|
2.62K
$69.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.15K+ 21.42% |
$55.3K - $58.5K
|
12.2K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
60New |
$1.54K - $1.63K
|
60
$1.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
36New |
$925 - $979
|
36
$955
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
18+ 0.76% |
$462 - $489
|
2.39K
$63.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.89% |
$308 - $326
|
1.35K
$35.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$25.7 - $27.2
|
1
$26.5
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 1.45% |
$283 - $299
|
748
$19.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-112- 1.22% |
$2.88K - $3.05K
|
9.08K
$241K
|
|