Purchases and Sales Made in Q2 2025 in Alps ETF Tr Alerian Mlp ETF (AMLP)
This table provides information about the institutional ownership of Alps ETF Tr Alerian Mlp ETF (AMLP) during Q2 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR ALERIAN MLP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.82KNew |
$217K - $253K
|
4.82K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.67K+ 1.47% |
$210K - $245K
|
321K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.59KNew |
$207K - $241K
|
4.59K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.58KNew |
$207K - $241K
|
4.58K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.5K+ 27.06% |
$203K - $237K
|
21.1K
$969K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.45K+ 48.41% |
$201K - $234K
|
13.7K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.45K+ 89.71% |
$200K - $234K
|
9.4K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.22K+ 29.91% |
$190K - $222K
|
18.3K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$187K - $218K
|
4.16K
$191K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.15K+ 8.53% |
$187K - $218K
|
52.8K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.11K+ 16.25% |
$185K - $216K
|
29.4K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.11K+ 4.02% |
$185K - $216K
|
106K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.07K+ 15.72% |
$183K - $214K
|
29.9K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.02K+ 6.94% |
$181K - $211K
|
61.9K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
3.83K+ 1.59% |
$172K - $201K
|
245K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
3.79K+ 9.5% |
$171K - $199K
|
43.7K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.77K+ 7.35% |
$170K - $198K
|
55K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.64K+ 908.75% |
$164K - $191K
|
4.04K
$185K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 22.53% |
$158K - $185K
|
19.1K
$876K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.4KNew |
$153K - $179K
|
3.4K
$156K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.39K+ 34.35% |
$153K - $178K
|
13.3K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.36K+ 12.89% |
$151K - $177K
|
29.4K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
3.32K+ 6.13% |
$150K - $175K
|
57.5K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.26KNew |
$147K - $171K
|
3.26K
$149K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.2K+ 44.64% |
$144K - $168K
|
10.4K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.11K+ 6.48% |
$140K - $164K
|
51.2K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.08K+ 44.43% |
$139K - $162K
|
10K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
3.06K+ 118.58% |
$138K - $161K
|
5.65K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.05K+ 11.52% |
$137K - $160K
|
29.5K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.98K+ 19.16% |
$134K - $156K
|
18.5K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.97K+ 12.14% |
$134K - $156K
|
27.4K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.97K+ 5.08% |
$134K - $156K
|
61.5K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.94K+ 1.81% |
$133K - $155K
|
166K
$7.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 33.28% |
$129K - $150K
|
11.4K
$524K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.78K+ 7.74% |
$125K - $146K
|
38.6K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
2.77K+ 14.66% |
$125K - $145K
|
21.6K
$992K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.71K+ 1.68% |
$122K - $143K
|
164K
$7.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.67K+ 1.98% |
$120K - $141K
|
138K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.66K+ 1.96% |
$120K - $140K
|
138K
$6.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.63K+ 0.97% |
$118K - $138K
|
273K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.55K+ 4.5% |
$115K - $134K
|
59.4K
$2.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.41K+ 88.32% |
$109K - $127K
|
5.14K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.4K+ 2.67% |
$108K - $126K
|
92K
$4.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.36K+ 8.3% |
$106K - $124K
|
30.8K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 0.53% |
$104K - $121K
|
440K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.3K+ 353.08% |
$103K - $121K
|
2.95K
$135K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.28KNew |
$103K - $120K
|
2.28K
$105K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.28K+ 6.61% |
$103K - $120K
|
36.7K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.23K+ 9.5% |
$101K - $117K
|
25.7K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.23K+ 5.69% |
$100K - $117K
|
41.4K
$1.9M
|