Shulman DeMeo Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Shulman DeMeo Asset 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
2026 Q2	$400K	Sell	7,720 -272	-3%	-$14.3K	0.07%	91
2026 Q1	$421K	Buy	+7,992	New	+$407K	0.09%	81
2021 Q2	–	Sell	-11,924	Closed	-$364K	–	67
2021 Q1	$364K	Sell	11,924 -389	-3%	-$11.4K	0.1%	95
2020 Q4	$316K	Buy	12,313 +41	+0.3%	+$985	0.09%	101
2020 Q3	$245K	Sell	12,272 -457	-4%	-$10.6K	0.08%	96
2020 Q2	$314K	Buy	12,729 +106	+0.8%	+$2.6K	0.12%	79
2020 Q1	$217K	Sell	12,623 -771	-6%	-$26.1K	0.1%	84
2019 Q4	$569K	Buy	13,394 +98	+0.7%	+$4.11K	0.2%	55
2019 Q3	$608K	Buy	13,296 +82	+0.6%	+$3.88K	0.2%	53
2019 Q2	$651K	Buy	13,214 +75	+0.6%	+$3.71K	0.24%	44
2019 Q1	$659K	Buy	13,139 +203	+2%	+$9.95K	0.25%	45
2018 Q4	$565K	Buy	+12,936	New	+$635K	0.31%	30

Other funds holding AMLP

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return