AMLP — ALERIAN MLP ETF

Ownership history in Schechter Investment Advisors, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in 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
0.27% (2023 Q3)
Avg. % of fund
0.23%
First filed
2023 Q1
Last filed
2024 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 54,505 -3,215 -5.6% 0.20% $2.6M $43.57
2024 Q3 REDUCED 57,720 -2,076 -3.5% 0.20% $2.7M $41.80
2024 Q2 UNCHANGED 59,796 — 0% 0.22% $2.9M $41.69
2024 Q1 UNCHANGED 59,796 — 0% 0.21% $2.8M $40.43
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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