AMLP — ALPS ALERIAN MLP ETF

Ownership history in ORG Partners LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ALPS ALERIAN MLP ETF (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
2.16% (2025 Q1)
Avg. % of fund
0.72%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 134,523 -11,879 -8.1% 1.11% $6.3M $46.09
2025 Q3 REDUCED 146,402 -20,672 -12.4% 1.25% $6.8M $45.04
2025 Q2 REDUCED 167,074 -687 -0.4% 1.72% $8.1M $45.95
2025 Q1 ADDED 167,761 +73,892 +78.7% 2.16% $8.8M $47.89
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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