Investment Planning 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
$448K Sell
9,175
-3,094
-25% -$151K 0.16% 51
2025
Q1
$637K Buy
12,269
+5,287
+76% +$275K 0.26% 42
2024
Q4
$336K Buy
6,982
+91
+1% +$4.38K 0.15% 53
2024
Q3
$331K Hold
6,891
0.17% 53
2024
Q2
$331K Buy
+6,891
New +$331K 0.17% 53