EP Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

EP Wealth Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$26M	Buy
2025 Q1	$27.6M	Buy
2024 Q4	$25.2M	Buy
2024 Q3	$24.1M	Buy
2024 Q2	$233K	Buy
2024 Q1	$228K	Buy
2018 Q2	–	Sell
2018 Q1	$1.22M	Buy