SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / AMLP

Householder Group Estate & Retirement Specialist, LLC’s Alps Etf Tr Position

Does Householder Group Estate & Retirement Specialist, LLC own Alps Etf Tr (AMLP)? Yes — 293.9K shares worth $14M (+10.58% of its 13F portfolio) as of Q4 2024, down from 299.4K shares the prior filed quarter.

Position Value
$14M
Q4 2024
Shares
293.9K
% of Portfolio
+10.58%
Quarters Held
10
currently held

Position History AMLP

Reported value by quarter
Q1 ’22: $11MQ1 ’22Q2 ’22: $10MQ3 ’22: $11MQ3 ’22Q1 ’23: $11MQ3 ’23: $13MQ3 ’23Q4 ’23: $13MQ1 ’24: $14MQ1 ’24Q2 ’24: $14MQ3 ’24: $14MQ3 ’24Q4 ’24: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024293.9K$14M+10.58%
Q3 2024299.4K$14M+4.11%
Q2 2024299.8K$14M+4.04%
Q1 2024299.9K$14M+4.24%
Q4 2023299.3K$13M+4.18%
Q3 2023298.6K$13M+4.54%
Q1 2023290.4K$11M+4.31%
Q3 2022288.1K$11M+4.34%
Q2 2022290.4K$10M+4.47%
Q1 2022290.7K$11M+4.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of AMLP.