AMLP — ALPS ETF TR

Ownership history in BARD ASSOCIATES INC  ·  6 quarters on record

This page tracks every 13F SEC filing in which BARD ASSOCIATES INC 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.

Peak position
2.08% (2025 Q4)
Avg. % of fund
0.67%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 172,527 +71,446 +70.7% 2.08% $8.1M $46.09
2025 Q3 ADDED 101,081 +89,527 +774.9% 1.26% $4.7M $45.04
2025 Q2 ADDED 11,554 +530 +4.8% 0.18% $565K $45.95
2025 Q1 ADDED 11,024 +889 +8.8% 0.21% $573K $47.89
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% of Fund (quarterly)    AMLP price (monthly, adj. close)

Other funds also holding AMLP

As of 2025 Q4 — sorted by position size

Naviter Wealth, LLC 3Y 7.34% VISTA FINANCE, LLC 3Y 6.88% SOUTHPORT MANAGEMENT, L.L.C. 3Y 7Y 6.65% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 6.55% Granby Capital Management, LLC 3Y 5.02% FWL INVESTMENT MANAGEMENT, LLC 3Y 4.44% Ball & Co Wealth Management Inc. 4.43% IronBridge Private Wealth, LLC 3Y 3.92% Algorithmic Investment Models, LLC 3Y 3.09% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 3.04%
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