GoalVest Advisory’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
$1.47M Buy
30,132
+509
+2% +$24.9K 0.36% 49
2025
Q1
$1.54M Buy
29,623
+4,909
+20% +$255K 0.42% 45
2024
Q4
$1.19M Buy
24,714
+271
+1% +$13.1K 0.33% 56
2024
Q3
$1.15M Buy
24,443
+1,907
+8% +$89.9K 0.33% 56
2024
Q2
$1.08M Buy
+22,536
New +$1.08M 0.35% 53