Congress Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
Other funds holding AMLP
AIM
Congress Wealth Management's AMLP Position: Q2 2025 in Review
Congress Wealth Management reduced its Alerian MLP ETF (AMLP) stake by 7.9% in Q2 2025, selling an estimated $348K and leaving 83,538 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #425.
Congress Wealth Management first reported a position in AMLP in Q4 2022 and has held it in 11 quarters since. The position peaked at $7.91M in Q4 2022. 740 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.
- Congress Wealth Management held 83,538 shares of Alerian MLP ETF worth $4.08M as of Q2 2025.
- Congress Wealth Management sold 7,184 Alerian MLP ETF shares in Q2 2025, an estimated $348K.
- Alerian MLP ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #425 holding.
- Congress Wealth Management first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 11 quarters since.
- Congress Wealth Management's Alerian MLP ETF position peaked at $7.91M in Q4 2022.
- 740 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.