SEC 13F Intelligence

Ball & Co Wealth Management Inc. / AMLP

Ball & Co Wealth Management Inc.’s Alps Etf Tr Position

Does Ball & Co Wealth Management Inc. own Alps Etf Tr (AMLP)? Yes — 151.2K shares worth $8M (+6.66% of its 13F portfolio) as of Q1 2026, up from 146.3K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
151.2K
% of Portfolio
+6.66%
Quarters Held
6
currently held

Position History AMLP

Reported value by quarter
Q4 ’24: $14MQ4 ’24Q1 ’25: $15MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026151.2K$8M+6.66%
Q4 2025146.3K$7M+4.43%
Q3 2025216.8K$10M+6.77%
Q2 2025203.0K$10M+10.57%
Q1 2025294.6K$15M+16.40%
Q4 2024289.2K$14M+11.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ball & Co Wealth Management Inc.’s full portfolio or all institutional holders of AMLP.