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Heck Capital Advisors’s Alerian MLP ETF AMLP Stock Holding History

Heck Capital 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
Q1 		– Sell
-4,408
Closed -$207K – 206
2025
Q4 		$207K Sell
4,408
-1,230
-22% -$57.6K 0.02% 207
2025
Q3 		$265K Buy
5,638
+1,033
+22% +$50K 0.02% 182
2025
Q2 		$225K Buy
4,605
+16
+0.3% +$776 0.02% 171
2025
Q1 		$238K Buy
4,589
+653
+17% +$33.5K 0.03% 146
2024
Q4 		$190K Buy
3,936
+3,411
+650% +$164K 0.02% 146
2024
Q3 		$24.7K Buy
525
+126
+32% +$5.96K ﹤0.01% 175
2024
Q2 		$19.1K Buy
399
+370
+1,276% +$17.3K ﹤0.01% 178
2024
Q1 		$1.38K Hold
29
– – ﹤0.01% 193
2023
Q4 		$1.23K Buy
+29
New +$1.23K ﹤0.01% 190

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return