AMLP — ALPS ETF TR ALERIAN MLP

Ownership history in MATHER GROUP, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ALPS ETF TR ALERIAN MLP (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
9.08% (2011 Q4)
Avg. % of fund
6.37%
First filed
2011 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 306 -833,100 -100.0% 0.00% $14K $45.04
2014 Q4 ADDED 833,406 +365,398 +78.1% 4.21% $14.6M $34.73
2013 Q1 REDUCED 468,008 -15,790 -3.3% 5.84% $8.2M $31.53
2012 Q4 ADDED 483,798 +10,481 +2.2% 5.81% $7.7M $27.95
6 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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