AMLP — ALPS ETF TR

Ownership history in SMART Wealth LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth 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
1.51% (2025 Q1)
Avg. % of fund
1.31%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 85,565 +10,256 +13.6% 1.23% $4.0M $46.09
2025 Q2 REDUCED 75,309 -5,957 -7.3% 1.15% $3.7M $45.95
2025 Q1 ADDED 81,266 +2,863 +3.7% 1.51% $4.2M $47.89
2024 Q4 INITIATED 78,403 — — 1.34% $3.8M $43.57
% 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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