AMLP — ALPS ETF TR

Ownership history in Element Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Element Wealth, 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.

Peak position
2.46% (2025 Q2)
Avg. % of fund
2.38%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 116,985 -1,606 -1.4% 2.27% $5.5M $46.09
2025 Q3 ADDED 118,591 +9,156 +8.4% 2.42% $5.6M $45.04
2025 Q2 INITIATED 109,435 — — 2.46% $5.3M $45.95
% 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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