AMLP — ALPS ETF TR

Ownership history in MGB Wealth Management, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MGB Wealth Management, 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
1.44% (2025 Q1)
Avg. % of fund
1.01%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 70,297 -7,543 -9.7% 0.95% $3.3M $46.09
2025 Q3 REDUCED 77,840 -6,227 -7.4% 1.03% $3.7M $45.04
2025 Q2 ADDED 84,067 +7,469 +9.8% 1.35% $4.1M $45.95
2025 Q1 ADDED 76,598 +17,443 +29.5% 1.44% $4.0M $47.89
4 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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