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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.27M Buy
2025
Q2
$1.89M Buy
2025
Q1
$1.76M Buy
2024
Q4
$966K Buy
2024
Q3
$747K Sell
2024
Q2
$1.11M Buy
2024
Q1
$480K Buy
2023
Q4
$314K Buy