ALPS ETF TR

Ticker: AMLP CUSIP: 00162Q452 Class: ETF

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 39,319 Value ($000) $1,849 Avg Close — Range —
Q3 2025
Shares 38,026 Value ($000) $1,785 Avg Close — Range —
Q2 2025
Shares 35,731 Value ($000) $1,746 Avg Close — Range —
Q1 2025
Shares 62,046 Value ($000) $3,223 Avg Close — Range —
Q4 2024
Shares 60,693 Value ($000) $2,923 Avg Close — Range —
Q3 2024
Shares 61,255 Value ($000) $2,887 Avg Close — Range —
Q2 2024
Shares 59,992 Value ($000) $2,878 Avg Close — Range —
Q1 2024
Shares 58,744 Value ($000) $2,788 Avg Close — Range —
Q4 2023
Shares 76,904 Value ($000) $3,270 Avg Close — Range —
Q3 2023
Shares 78,310 Value ($000) $3,305 Avg Close — Range —
Q2 2023
Shares 83,497 Value ($000) $3,274 Avg Close — Range —
Q1 2023
Shares 77,773 Value ($000) $3,006 Avg Close — Range —
Q4 2022
Shares 66,931 Value ($000) $2,548 Avg Close — Range —
Q3 2022
Shares 69,674 Value ($000) $2,547 Avg Close — Range —
Q2 2022
Shares 217,305 Value ($000) $7,486 Avg Close — Range —
Q1 2022
Shares 217,941 Value ($000) $8,347 Avg Close — Range —
Q4 2021
Shares 397,361 Value ($000) $13,009 Avg Close — Range —
Q3 2021
Shares 390,124 Value ($000) $13,003 Avg Close — Range —
Q2 2021
Shares 381,028 Value ($000) $13,873 Avg Close — Range —
Q1 2021
Shares 347,229 Value ($000) $10,590 Avg Close — Range —
Q2 2020
Shares 10,133 Value ($000) $250 Avg Close — Range —