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
2025
Q1
$4.71M Buy
2024
Q4
$4.24M Sell
2024
Q3
$4.34M Sell
2024
Q2
$4.8M Sell
2024
Q1
$5.08M Sell
2023
Q4
$4.82M Sell
2023
Q3
$5.65M Sell
2023
Q2
$5.89M Sell
2023
Q1
$6.47M Sell
2022
Q4
$7.91M Buy