Mascoma Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Mascoma Wealth Management’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
2025 Q1	–	Sell	-315	Closed	-$15.2K	–	499
2024 Q4	$15.2K	Buy	+315	New	+$15.1K	﹤0.01%	304
2023 Q2	–	Sell	-229	Closed	-$8.99K	–	487
2023 Q1	$8.99K	Hold	229	–	–	﹤0.01%	417
2022 Q4	$8.72K	Hold	229	–	–	﹤0.01%	424
2022 Q3	$8K	Hold	229	–	–	﹤0.01%	422
2022 Q2	$8K	Hold	229	–	–	﹤0.01%	438
2022 Q1	$9K	Hold	229	–	–	﹤0.01%	446
2021 Q4	$7K	Sell	229 -92	-29%	-$3.12K	﹤0.01%	426
2021 Q3	$11K	Buy	+321	New	+$10.7K	﹤0.01%	336
2021 Q2	–	Sell	-321	Closed	-$10K	–	115
2021 Q1	$10K	Buy	+321	New	+$9.37K	﹤0.01%	344
2019 Q1	–	Sell	-60	Closed	-$3K	–	392
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	315
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	344
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	338
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	327
2017 Q4	$3K	Buy	+60	New	+$3.21K	﹤0.01%	322

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mascoma Wealth Management's AMLP Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 315 shares — an estimated $15.2K sold.

Mascoma Wealth Management first reported a position in AMLP in Q4 2017 and held it in 14 quarters. The position peaked at $15.2K in Q4 2024. 739 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

Mascoma Wealth Management reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 315 Alerian MLP ETF shares in Q1 2025, an estimated $15.2K.
Mascoma Wealth Management first reported a position in Alerian MLP ETF in Q4 2017 and held it in 14 quarters.
Mascoma Wealth Management's Alerian MLP ETF position peaked at $15.2K in Q4 2024.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.