ALPS ADVISORS INC LUV SOUTHWEST AIRLINES CO

Ownership history in ALPS ADVISORS INC  ·  27 quarters on record

AI Ownership Summary

ALPS ADVISORS INC reported SOUTHWEST AIRLINES CO (LUV) in 27 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.16% in 2024 Q4. The latest visible filing shows LUV at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALPS ADVISORS INC's position in SOUTHWEST AIRLINES CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LUV was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALPS ADVISORS INC held LUV — position size vs. price
% of Fund (quarterly)    LUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 774,928 +34,410 +4.6% 0.14% $24.7M 2025-11-05 $31.35
2025 Q2 REDUCED 740,518 -20,809 -2.7% 0.14% $24.0M 2025-08-11 $28.65
2025 Q1 ADDED 761,327 +27,658 +3.8% 0.15% $25.6M 2025-04-30 $27.41
2024 Q4 ADDED 733,669 +718,298 +4673.1% 0.16% $24.7M 2025-02-13 $29.16
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALPS ADVISORS INC and LUV

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALPS ADVISORS INC reported owning LUV?

ALPS ADVISORS INC reported LUV across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported LUV position in ALPS ADVISORS INC's portfolio?

The largest reported portfolio weight for LUV was 0.16% in 2024 Q4.

What is the latest reported LUV position on this page?

The most recent filing on this page is 2025 Q3, when ALPS ADVISORS INC reported 774,928 shares, equal to 0.14% of portfolio, with an estimated market value of $24.7M.

What does the chart on this LUV ownership page compare?

The chart compares ALPS ADVISORS INC's quarterly LUV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALPS ADVISORS INC time their LUV position?

Based on 13F filing dates vs. subsequent LUV price moves, ALPS ADVISORS INC correctly timed 14 out of 26 reported position changes (54%). The annualised alpha on LUV relative to SPY over the holding period was -23.6%.

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