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

HCR 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
2026 Q2	$2.04M	Buy	39,295 +7,277	+23%	+$382K	0.18%	79
2026 Q1	$1.69M	Sell	32,018 -783	-2%	-$39.9K	0.17%	82
2025 Q4	$1.54M	Buy	32,801 +13	+0%	+$609	0.15%	91
2025 Q3	$1.53M	Buy	32,788 +392	+1%	+$19K	0.16%	81
2025 Q2	$1.58M	Sell	32,396 -244	-0.7%	-$11.8K	0.19%	74
2025 Q1	$1.7M	Buy	32,640 +1,009	+3%	+$51.8K	0.22%	71
2024 Q4	$1.52M	Sell	31,631 -239	-0.7%	-$11.5K	0.19%	78
2024 Q3	$1.5M	Buy	31,870 +1,282	+4%	+$60.6K	0.2%	79
2024 Q2	$1.47M	Buy	30,588 +5,087	+20%	+$238K	0.21%	72
2024 Q1	$1.21M	Sell	25,501 -2,343	-8%	-$105K	0.18%	82
2023 Q4	$1.18M	Sell	27,844 -4,889	-15%	-$207K	0.19%	80
2023 Q3	$1.38M	Sell	32,733 -3,045	-9%	-$125K	0.3%	65
2023 Q2	$1.4M	Sell	35,778 -93	-0.3%	-$3.61K	0.26%	70
2023 Q1	$1.39M	Sell	35,871 -5,299	-13%	-$208K	0.27%	71
2022 Q4	$1.57M	Sell	41,170 -4,103	-9%	-$161K	0.33%	65
2022 Q3	$1.66M	Sell	45,273 -5,892	-12%	-$224K	0.35%	61
2022 Q2	$1.76M	Sell	51,165 -1,682	-3%	-$64.6K	0.35%	63
2022 Q1	$2.02M	Sell	52,847 -772	-1%	-$28.4K	0.33%	64
2021 Q4	$1.75M	Sell	53,619 -1,786	-3%	-$60.5K	0.27%	77
2021 Q3	$1.85M	Buy	55,405 +453	+0.8%	+$15.1K	0.31%	73
2021 Q2	$2M	Buy	54,952 +525	+1%	+$18K	0.35%	65
2021 Q1	$1.66M	Buy	+54,427	New	+$1.59M	0.33%	67

Other funds holding AMLP

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Prota Financial Houston, Texas $152M AUM

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return