Ownership history in Algorithmic Investment Models, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Algorithmic Investment Models, LLC reported a position in ALPS ETF TR (AMLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 53,303 | -54,648 | -50.6% | 3.09% | $2.5M | $46.09 |
| 2025 Q3 | ADDED | 107,951 | +19,039 | +21.4% | 3.36% | $5.1M | $45.04 |
| 2025 Q2 | ADDED | 88,912 | +57,582 | +183.8% | 2.97% | $4.3M | $45.95 |
| 2025 Q1 | REDUCED | 31,330 | -21,422 | -40.6% | 1.20% | $1.6M | $47.89 |
As of 2025 Q4 — sorted by position size