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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.08M	Sell	83,538 -7,184	-8%	-$348K	0.04%	425
2025 Q1	$4.71M	Buy	90,722 +2,761	+3%	+$142K	0.06%	338
2024 Q4	$4.24M	Sell	87,961 -4,101	-4%	-$197K	0.06%	305
2024 Q3	$4.34M	Sell	92,062 -7,927	-8%	-$375K	0.06%	313
2024 Q2	$4.8M	Sell	99,989 -6,990	-7%	-$327K	0.08%	251
2024 Q1	$5.08M	Sell	106,979 -6,285	-6%	-$282K	0.09%	227
2023 Q4	$4.82M	Sell	113,264 -20,695	-15%	-$878K	0.09%	229
2023 Q3	$5.65M	Sell	133,959 -16,288	-11%	-$668K	0.12%	199
2023 Q2	$5.89M	Sell	150,247 -17,135	-10%	-$664K	0.14%	171
2023 Q1	$6.47M	Sell	167,382 -40,349	-19%	-$1.58M	0.16%	162
2022 Q4	$7.91M	Buy	+207,731	New	+$8.17M	0.2%	145