Strategic Wealth 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
$529K Buy
+10,817
New +$529K 0.04% 202
2024
Q4
$546K Buy
+10,622
New +$546K 0.05% 199
2019
Q4
Sell
-400
Closed -$18 152
2019
Q3
$18 Sell
400
-100
-20% -$5 ﹤0.01% 413
2019
Q2
$24K Buy
500
+147
+42% +$7.06K 0.01% 309
2019
Q1
$18K Hold
353
0.01% 385
2018
Q4
$17K Hold
353
0.01% 366
2018
Q3
$19K Sell
353
-30
-8% -$1.62K 0.01% 355
2018
Q2
$19K Buy
383
+30
+8% +$1.49K 0.01% 417
2018
Q1
$17K Sell
353
-65
-16% -$3.13K 0.01% 391
2017
Q4
$23K Buy
+418
New +$23K 0.01% 311