BCWM
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Ball & Co Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Ball & Co Wealth Management’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.92M Sell
202,986
-91,609
-31% -$4.48M 10.57% 4
2025
Q1 		$15.3M Buy
294,595
+5,348
+2% +$278K 16.4% 3
2024
Q4 		$13.9M Buy
+289,247
New +$13.9M 11.08% 3