WMG 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	$1.44M	Buy	29,526 +3,050	+12%	+$149K	0.53%	35
2025 Q1	$1.38M	Buy	26,476 +10,421	+65%	+$541K	0.58%	31
2024 Q4	$773K	Buy	16,055 +7,530	+88%	+$363K	0.33%	48
2024 Q3	$402K	Buy	8,525 +1,320	+18%	+$62.2K	0.18%	79
2024 Q2	$346K	Buy	+7,205	New	+$346K	0.18%	82