Abound Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Abound Wealth Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.84K	Buy	170 +48	+39%	+$2.52K	﹤0.01%	495
2026 Q1	$6.43K	Buy	122 +2	+2%	+$102	﹤0.01%	672
2025 Q4	$5.63K	Buy	120 +3	+3%	+$140	﹤0.01%	641
2025 Q3	$5.5K	Buy	117 +2	+2%	+$97	﹤0.01%	622
2025 Q2	$5.62K	Buy	115 +2	+2%	+$97	﹤0.01%	550
2025 Q1	$5.85K	Buy	113 +2	+2%	+$103	﹤0.01%	503
2024 Q4	$5.33K	Buy	111 +3	+3%	+$144	﹤0.01%	509
2024 Q3	$5.11K	Buy	108 +2	+2%	+$95	﹤0.01%	547
2024 Q2	$5.1K	Buy	106 +2	+2%	+$93	﹤0.01%	493
2024 Q1	$4.94K	Buy	104 +2	+2%	+$90	﹤0.01%	525
2023 Q4	$4.34K	Buy	+102	New	+$4.33K	﹤0.01%	543

Other funds holding AMLP

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return