Fortis Group Advisors’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.9M Buy
137,898
+9,439
+7% +$473K 1.25% 16
2025
Q1
$6.67M Buy
128,459
+8,629
+7% +$448K 1.3% 18
2024
Q4
$5.77M Buy
119,830
+5,192
+5% +$250K 1.07% 29
2024
Q3
$5.4M Buy
114,638
+5,468
+5% +$258K 1% 32
2024
Q2
$5.24M Buy
109,170
+20,718
+23% +$994K 1.04% 34
2024
Q1
$4.2M Buy
88,452
+79,351
+872% +$3.77M 0.77% 39
2023
Q4
$356K Buy
9,101
+602
+7% +$23.6K 0.09% 89
2023
Q3
$331K Buy
8,499
+711
+9% +$27.7K 0.1% 90
2023
Q2
$305K Buy
7,788
+63
+0.8% +$2.47K 0.08% 105
2023
Q1
$303K Buy
+7,725
New +$303K 0.09% 92
2020
Q3
$45K Buy
+2,264
New +$45K 0.01% 212