Endowment 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
$665K Sell
2025
Q1
$714K Sell
2024
Q4
$755K Buy
2024
Q3
$709K Buy
2024
Q2
$694K Buy
2024
Q1
$673K Sell
2023
Q4
$689K Buy
2023
Q3
$679K Buy
2023
Q2
$618K Buy
2023
Q1
$598K Buy
2022
Q4
$543K Sell
2022
Q3
$528K Buy
2022
Q2
$493K Buy
2022
Q1
$536K Sell
2021
Q4
$656K Buy