AWM
ALPP

AE Wealth Management’s Alpine 4 Holdings Inc ALPP Stock Holding History

AE Wealth Management’s Portfolio ALPP Stock Details ALPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,750
Closed -$6.69K – 2180
2024
Q3 		$6.69K Hold
18,750
– – ﹤0.01% 1231
2024
Q2 		$9K Hold
18,750
– – ﹤0.01% 1227
2024
Q1 		$13.3K Hold
18,750
– – ﹤0.01% 1139
2023
Q4 		$10.8K Sell
18,750
-4
-0% -$3 ﹤0.01% 2025
2023
Q3 		$13.6K Hold
18,754
– – ﹤0.01% 1921
2023
Q2 		$37.9K Buy
18,754
+4
+0% +$11 ﹤0.01% 1844
2023
Q1 		$76.5K Hold
18,750
– – ﹤0.01% 1800
2022
Q4 		$79.3K Sell
18,750
-128
-0.7% -$630 ﹤0.01% 1732
2022
Q3 		$84K Sell
18,878
-38
-0.2% -$222 ﹤0.01% 1665
2022
Q2 		$107K Buy
+18,916
New +$121K ﹤0.01% 1639
2022
Q1 		– Sell
-20,297
Closed -$312K – 1830
2021
Q4 		$312K Buy
+20,297
New +$451K ﹤0.01% 1430

Other funds holding ALPP

GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

AE Wealth Management's ALPP Position: Q4 2024 in Review

AE Wealth Management sold out of Alpine 4 Holdings Inc (ALPP) in Q4 2024, closing a stake of 18,750 shares — an estimated $6.69K sold.

AE Wealth Management first reported a position in ALPP in Q4 2021 and held it in 11 quarters. The position peaked at $312K in Q4 2021. 6 funds tracked by Wall St. Rank hold ALPP as of Q4 2024.

  • AE Wealth Management reported no remaining Alpine 4 Holdings Inc position as of Q4 2024 after selling out during the quarter.
  • AE Wealth Management sold 18,750 Alpine 4 Holdings Inc shares in Q4 2024, an estimated $6.69K.
  • AE Wealth Management first reported a position in Alpine 4 Holdings Inc in Q4 2021 and held it in 11 quarters.
  • AE Wealth Management's Alpine 4 Holdings Inc position peaked at $312K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Alpine 4 Holdings Inc as of Q4 2024.

Based on AE Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.