Congress Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.7M Sell
75,653
-6,995
-8% -$342K 0.03% 247
2025
Q1
$4.29M Sell
82,648
-2,627
-3% -$136K 0.03% 237
2024
Q4
$4.11M Sell
85,275
-4,843
-5% -$233K 0.03% 243
2024
Q3
$4.25M Sell
90,118
-9,602
-10% -$453K 0.03% 234
2024
Q2
$4.78M Sell
99,720
-7,272
-7% -$349K 0.03% 229
2024
Q1
$5.08M Sell
106,992
-6,085
-5% -$289K 0.04% 226
2023
Q4
$4.81M Sell
113,077
-20,582
-15% -$875K 0.04% 238
2023
Q3
$5.64M Sell
133,659
-16,788
-11% -$708K 0.05% 205
2023
Q2
$5.9M Sell
150,447
-17,418
-10% -$683K 0.05% 205
2023
Q1
$6.49M Sell
167,865
-40,563
-19% -$1.57M 0.06% 193
2022
Q4
$7.93M Buy
+208,428
New +$7.93M 0.08% 174