Spectrum Wealth Counsel’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
Q1
$9.57M Sell
184,261
-1,010
-0.5% -$51.9K 1.15% 29
2024
Q4
$8.92M Sell
185,271
-1,104
-0.6% -$53.1K 1.05% 29
2024
Q3
$8.78M Buy
186,375
+761
+0.4% +$36K 1.04% 29
2024
Q2
$8.91M Sell
185,614
-12,437
-6% -$581K 1.13% 25
2024
Q1
$9.4M Sell
198,051
-71
-0% -$3.19K 1.15% 26
2023
Q4
$8.42M Buy
+198,122
New +$8.4M 1.17% 21

Other funds holding AMLP

Spectrum Wealth Counsel's AMLP Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Alerian MLP ETF (AMLP) stake by 0.55% in Q1 2025, selling an estimated $51.9K and leaving 184,261 shares worth $9.57M. The position accounts for 1.15% of the portfolio, ranked #29.

Spectrum Wealth Counsel first reported a position in AMLP in Q4 2023 and has held it in 6 quarters since. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

  • Spectrum Wealth Counsel held 184,261 shares of Alerian MLP ETF worth $9.57M as of Q1 2025.
  • Spectrum Wealth Counsel sold 1,010 Alerian MLP ETF shares in Q1 2025, an estimated $51.9K.
  • Alerian MLP ETF made up 1.15% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #29 holding.
  • Spectrum Wealth Counsel first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 6 quarters since.
  • 737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.