AMLP ALPS ETF TR

Ownership history in SUMMER ROAD LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which SUMMER ROAD 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
0.07% (2025 Q1)
Avg. % of fund
0.05%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,519 +6 +0.4% 0.05% $71K $46.09
2025 Q3 ADDED 1,513 +60 +4.1% 0.03% $48K $45.04
2025 Q2 UNCHANGED 1,453 0% 0.05% $72K $45.95
2025 Q1 ADDED 1,453 +4 +0.3% 0.07% $76K $47.89
2024 Q4 ADDED 1,449 +7 +0.5% 0.06% $70K $43.57
2024 Q3 ADDED 1,442 +750 +108.4% 0.05% $68K $41.80
2024 Q2 REDUCED 692 -827 -54.4% 0.03% $33K $41.69
2015 Q3 UNCHANGED 1,519 0% 0.05% $71K $26.14
2015 Q2 UNCHANGED 1,519 0% 0.05% $71K $31.93
2015 Q1 UNCHANGED 1,519 0% 0.05% $71K $33.41
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% of Fund (quarterly)    AMLP price (monthly, adj. close)
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