United Capital Financial Advisors’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 | $4.26M | Buy |
87,276
+1,742
| +2% | +$85.1K | 0.03% | 305 |
|
|
2025
Q1 | $4.44M | Sell |
85,534
-236
| -0.3% | -$12.3K | 0.04% | 287 |
|
|
2024
Q4 | $4.13M | Buy |
85,770
+1,076
| +1% | +$51.8K | 0.03% | 289 |
|
|
2024
Q3 | $3.99M | Sell |
84,694
-133
| -0.2% | -$6.27K | 0.03% | 300 |
|
|
2024
Q2 | $4.07M | Sell |
84,827
-3,122
| -4% | -$150K | 0.04% | 294 |
|
|
2024
Q1 | $4.17M | Buy |
87,949
+731
| +0.8% | +$34.7K | 0.03% | 306 |
|
|
2023
Q4 | $3.71M | Sell |
87,218
-23,789
| -21% | -$1.01M | 0.03% | 325 |
|
|
2023
Q3 | $4.68M | Sell |
111,007
-1,392
| -1% | -$58.7K | 0.03% | 308 |
|
|
2023
Q2 | $4.41M | Buy |
112,399
+58,925
| +110% | +$2.31M | 0.02% | 329 |
|
|
2023
Q1 | $2.07M | Buy |
53,474
+28,078
| +111% | +$1.09M | 0.01% | 448 |
|
|
2022
Q4 | $967K | Sell |
25,396
-97
| -0.4% | -$3.69K | 0.01% | 618 |
|
|
2022
Q3 | $932K | Buy |
25,493
+3,031
| +13% | +$111K | 0.01% | 626 |
|
|
2022
Q2 | $774K | Sell |
22,462
-80
| -0.4% | -$2.76K | ﹤0.01% | 684 |
|
|
2022
Q1 | $863K | Sell |
22,542
-149
| -0.7% | -$5.7K | ﹤0.01% | 694 |
|
|
2021
Q4 | $743K | Buy |
22,691
+1,072
| +5% | +$35.1K | ﹤0.01% | 755 |
|
|
2021
Q3 | $721K | Sell |
21,619
-595
| -3% | -$19.8K | ﹤0.01% | 759 |
|
|
2021
Q2 | $809K | Sell |
22,214
-758
| -3% | -$27.6K | ﹤0.01% | 746 |
|
|
2021
Q1 | $701K | Buy |
22,972
+97
| +0.4% | +$2.96K | ﹤0.01% | 754 |
|
|
2020
Q4 | $587K | Sell |
22,875
-67
| -0.3% | -$1.72K | ﹤0.01% | 804 |
|
|
2020
Q3 | $458K | Sell |
22,942
-346,646
| -94% | -$6.92M | ﹤0.01% | 847 |
|
|
2020
Q2 | $9.12M | Buy |
369,588
+345,603
| +1,441% | +$8.53M | 0.07% | 265 |
|
|
2020
Q1 | $413K | Buy |
23,985
+4,183
| +21% | +$72K | ﹤0.01% | 877 |
|
|
2019
Q4 | $842K | Sell |
19,802
-1,425
| -7% | -$60.6K | 0.01% | 829 |
|
|
2019
Q3 | $970K | Sell |
21,227
-855
| -4% | -$39.1K | 0.01% | 756 |
|
|
2019
Q2 | $1.09M | Sell |
22,082
-468,155
| -95% | -$23.1M | 0.01% | 779 |
|
|
2019
Q1 | $24.6M | Buy |
490,237
+466,409
| +1,957% | +$23.4M | 0.17% | 127 |
|
|
2018
Q4 | $1.04M | Sell |
23,828
-527,666
| -96% | -$23M | 0.01% | 709 |
|
|
2018
Q3 | $29.5M | Sell |
551,494
-137,891
| -20% | -$7.36M | 0.21% | 107 |
|
|
2018
Q2 | $34.8M | Buy |
689,385
+682,790
| +10,353% | +$34.5M | 0.26% | 85 |
|
|
2018
Q1 | $309K | Buy |
6,595
+1,170
| +22% | +$54.8K | ﹤0.01% | 1085 |
|
|
2017
Q4 | $293K | Sell |
5,425
-4,777
| -47% | -$258K | ﹤0.01% | 1122 |
|
|
2017
Q3 | $572K | Sell |
10,202
-719
| -7% | -$40.3K | ﹤0.01% | 919 |
|
|
2017
Q2 | $653K | Sell |
10,921
-243,574
| -96% | -$14.6M | 0.01% | 867 |
|
|
2017
Q1 | $16.2M | Sell |
254,495
-50,881
| -17% | -$3.23M | 0.15% | 160 |
|
|
2016
Q4 | $19.2M | Buy |
305,376
+229,587
| +303% | +$14.5M | 0.19% | 116 |
|
|
2016
Q3 | $4.81M | Sell |
75,789
-134,820
| -64% | -$8.55M | 0.05% | 386 |
|
|
2016
Q2 | $13.7M | Buy |
210,609
+186,514
| +774% | +$12.1M | 0.14% | 162 |
|
|
2016
Q1 | $1.32M | Sell |
24,095
-9,725
| -29% | -$531K | 0.01% | 633 |
|
|
2015
Q4 | $2.04M | Sell |
33,820
-24,403
| -42% | -$1.47M | 0.02% | 544 |
|
|
2015
Q3 | $3.63M | Buy |
58,223
+16,178
| +38% | +$1.01M | 0.04% | 383 |
|
|
2015
Q2 | $3.27M | Sell |
42,045
-9,101
| -18% | -$708K | 0.04% | 462 |
|
|
2015
Q1 | $4.4M | Buy |
51,146
+3,442
| +7% | +$296K | 0.05% | 365 |
|
|
2014
Q4 | $4.18M | Sell |
47,704
-35,536
| -43% | -$3.11M | 0.06% | 285 |
|
|
2014
Q3 | $7.98M | Buy |
83,240
+274
| +0.3% | +$26.3K | 0.14% | 179 |
|
|
2014
Q2 | $7.88M | Buy |
82,966
+24,505
| +42% | +$2.33M | 0.15% | 183 |
|
|
2014
Q1 | $5.16M | Buy |
58,461
+56,237
| +2,529% | +$4.97M | 0.11% | 206 |
|
|
2013
Q4 | $198K | Sell |
2,224
-38,507
| -95% | -$3.43M | 0.01% | 604 |
|
|
2013
Q3 | $3.58M | Buy |
40,731
+6,902
| +20% | +$607K | 0.11% | 179 |
|
|
2013
Q2 | $3.02M | Buy |
+33,829
| New | +$3.02M | 0.08% | 256 |
|