AMLP — ALPS ALERIAN

Ownership history in IFG Advisory, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in ALPS ALERIAN (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
0.14% (2017 Q4)
Avg. % of fund
0.06%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,893 — 0% 0.01% $230K $45.04
2025 Q2 UNCHANGED 4,893 — 0% 0.01% $239K $45.95
2025 Q1 REDUCED 4,893 -80 -1.6% 0.01% $254K $47.89
2024 Q4 UNCHANGED 4,973 — 0% 0.01% $240K $43.57
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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