Kovitz Investment Group Partners’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	$6.61M	Buy	135,366 +9,442	+7%	+$461K	0.03%	389
2025 Q1	$6.54M	Buy	+125,924	New	+$6.54M	0.03%	352
2020 Q2	–	Sell	-78,707	Closed	-$1.35M	–	367
2020 Q1	$1.35M	Buy	78,707 +54,872	+230%	+$944K	0.05%	211
2019 Q4	$1.01M	Buy	+23,835	New	+$1.01M	0.03%	264