BFOR — ALPS ETF TR

Ownership history in Trilogy Capital Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Trilogy Capital Inc. reported a position in ALPS ETF TR (BFOR). 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.

Peak position
0.13% (2025 Q3)
Avg. % of fund
0.13%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 35,590 +152 +0.4% 0.13% $2.9M $82.35
2025 Q3 ADDED 35,438 +18 +0.1% 0.13% $2.9M $80.70
2025 Q2 INITIATED 35,420 — — 0.13% $2.7M $76.55
% of Fund (quarterly)    BFOR price (monthly, adj. close)

Other funds also holding BFOR

As of 2025 Q4 — sorted by position size

Veltria Advisors Corp. 3Y 4.33% RMR Capital Management, LLC 0.67% BANTAMAC CAPITAL, LLC 3Y 0.43% Sensible Money, LLC 0.09% GTS SECURITIES LLC 0.03% Orange Investment Advisors, Inc. 3Y 7Y 0.03% RVW Wealth, LLC 3Y 0.02% Asset Dedication, LLC 3Y 7Y 0.02% Texas Yale Capital Corp. 3Y 7Y 0.01% CWA Asset Management Group, LLC 3Y 7Y 0.01%
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