AMLP — ALPS ETF TR

Ownership history in Lavaca Capital LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Lavaca Capital 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
0.69% (2024 Q1)
Avg. % of fund
0.39%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,900 -15,300 -56.2% 0.10% $558K $45.04
2025 Q2 ADDED 27,200 +26,815 +6964.9% 0.50% $1.3M $45.95
2025 Q2 REDUCED 385 -24,515 -98.5% 0.02% $56K $45.95
2025 Q1 REDUCED 24,900 -100 -0.4% 0.53% $1.3M $47.89
16 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%
← Back to Lavaca Capital LLC Holdings