EWA
EP Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
531,882
+1,380
| +0.3% | +$67.4K | 0.17% | 100 |
|
|
2025
Q1 | $27.6M | Buy |
530,502
+7,124
| +1% | +$370K | 0.22% | 85 |
|
|
2024
Q4 | $25.2M | Buy |
523,378
+11,936
| +2% | +$575K | 0.21% | 91 |
|
|
2024
Q3 | $24.1M | Buy |
511,442
+506,582
| +10,423% | +$23.9M | 0.21% | 94 |
|
|
2024
Q2 | $233K | Buy |
4,860
+50
| +1% | +$2.4K | ﹤0.01% | 722 |
|
|
2024
Q1 | $228K | Buy |
+4,810
| New | +$228K | ﹤0.01% | 704 |
|
|
2018
Q2 | – | Sell |
-129,760
| Closed | -$1.22M | – | 190 |
|
|
2018
Q1 | $1.22M | Buy |
+129,760
| New | +$1.22M | 0.12% | 86 |
|