Novak & Powell Financial Services’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
$649K Buy
13,282
+193
+1% +$9.43K 0.45% 52
2025
Q1
$680K Buy
13,089
+674
+5% +$35K 0.42% 54
2024
Q4
$598K Buy
12,415
+656
+6% +$31.6K 0.36% 65
2024
Q3
$554K Buy
11,759
+215
+2% +$10.1K 0.32% 72
2024
Q2
$554K Buy
11,544
+205
+2% +$9.84K 0.34% 70
2024
Q1
$538K Buy
11,339
+198
+2% +$9.4K 0.4% 63
2023
Q4
$474K Buy
+11,141
New +$474K 0.32% 78