Ownership history in Advisor OS, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in ALPS ETF TR (REIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 12,193 | +2,151 | +21.4% | 0.03% | $327K | $26.42 |
| 2025 Q2 | ADDED | 10,042 | +321 | +3.3% | 0.03% | $264K | $25.72 |
| 2025 Q1 | ADDED | 9,721 | +195 | +2.0% | 0.03% | $265K | $26.48 |
| 2024 Q4 | REDUCED | 9,526 | -84,962 | -89.9% | 0.03% | $260K | $26.25 |
| 2024 Q3 | REDUCED | 94,488 | -30,305 | -24.3% | 0.27% | $2.8M | $27.90 |
| 2021 Q4 | REDUCED | 124,793 | -36,289 | -22.5% | 0.79% | $3.9M | $27.35 |
| 2021 Q3 | REDUCED | 161,082 | -21,703 | -11.9% | 0.98% | $4.5M | $23.84 |
| 2021 Q2 | INITIATED | 182,785 | — | — | 1.08% | $5.2M | $23.92 |
As of 2025 Q4 — sorted by position size