Ballew Advisors’s Alerian MLP ETF AMLP Stock Holding History

Ballew Advisors’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	$522K	Hold	10,032	–	–	0.27%	71
2026 Q1	$525K	Sell	10,032 -48	-0.5%	-$2.44K	0.3%	71
2025 Q4	$494K	Buy	10,080 +1	+0%	+$47	0.28%	68
2025 Q3	$457K	Sell	10,079 -94	-0.9%	-$4.54K	0.25%	75
2025 Q2	$499K	Sell	10,173 -294	-3%	-$14.3K	0.3%	69
2025 Q1	$487K	Hold	10,467	–	–	0.33%	67
2024 Q4	$519K	Sell	10,467 -580	-5%	-$27.9K	0.33%	62
2024 Q3	$524K	Buy	11,047 +1,067	+11%	+$50.5K	0.35%	61
2024 Q2	$486K	Buy	9,980 +600	+6%	+$28K	0.32%	67
2024 Q1	$441K	Sell	9,380 -5	-0.1%	-$225	0.3%	71
2023 Q4	$405K	Buy	9,385 +300	+3%	+$12.7K	0.3%	72
2023 Q3	$368K	Sell	9,085 -287	-3%	-$11.8K	0.3%	72
2023 Q2	$376K	Hold	9,372	–	–	0.27%	75
2023 Q1	$364K	Sell	9,372 -62	-0.7%	-$2.43K	0.27%	75
2022 Q4	$380K	Sell	9,434 -10	-0.1%	-$393	0.29%	68
2022 Q3	$352K	Sell	9,444 -850	-8%	-$32.3K	0.32%	68
2022 Q2	$352K	Sell	10,294 -147	-1%	-$5.64K	0.32%	66
2022 Q1	$418K	Buy	10,441 +664	+7%	+$24.4K	0.32%	69
2021 Q4	$355K	Sell	9,777 -2,261	-19%	-$76.6K	0.25%	85
2021 Q3	$422K	Buy	12,038 +2	+0%	+$67	0.31%	71
2021 Q2	$424K	Sell	12,036 -11,406	-49%	-$391K	0.29%	76
2021 Q1	$730K	Buy	23,442 +11,677	+99%	+$341K	0.27%	76
2020 Q4	$330K	Buy	11,765 +798	+7%	+$19.2K	0.25%	77
2020 Q3	$229K	Buy	10,967 +1,180	+12%	+$27.3K	0.19%	80
2020 Q2	$232K	Buy	9,787 +1,315	+16%	+$32.2K	0.23%	77
2020 Q1	$146K	Sell	8,472 -1,216	-13%	-$41.2K	0.16%	72
2019 Q4	$425K	Buy	9,688 +2,963	+44%	+$124K	0.36%	55
2019 Q3	$297K	Sell	6,725 -672	-9%	-$31.8K	0.27%	69
2019 Q2	$374K	Buy	7,397 +188	+3%	+$9.3K	0.34%	61
2019 Q1	$355K	Buy	7,209 +184	+3%	+$9.02K	0.33%	61
2018 Q4	$339K	Buy	7,025 +326	+5%	+$16K	0.32%	62
2018 Q3	$328K	Buy	6,699 +394	+6%	+$21.3K	0.3%	62
2018 Q2	$318K	Buy	6,305 +195	+3%	+$9.89K	0.36%	60
2018 Q1	$286K	Buy	6,110 +892	+17%	+$47.7K	0.25%	73
2017 Q4	$281K	Buy	+5,218	New	+$279K	0.28%	76

Other funds holding AMLP

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

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