Waverly Advisors’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
Q3
$730K Sell
2025
Q2
$786K Buy
2025
Q1
$478K Sell
2024
Q4
$452K Buy
2017
Q4
Sell
2017
Q3
$173K Hold
2017
Q2
$184K Buy
2017
Q1
$132K Buy