Alpha Cubed Investments’s Alerian MLP ETF AMLP Stock Holding History

Alpha Cubed Investments’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$224K	Buy	+4,757	New	+$223K	0.01%	264
2025 Q2	–	Sell	-4,424	Closed	-$230K	–	300
2025 Q1	$230K	Buy	4,424 +60	+1%	+$3.08K	0.01%	263
2024 Q4	$210K	Buy	4,364 +47	+1%	+$2.26K	0.01%	242
2024 Q3	$203K	Buy	+4,317	New	+$204K	0.01%	250
2023 Q1	–	Sell	-26,460	Closed	-$1.01M	–	288
2022 Q4	$1.01M	Sell	26,460 -6,310	-19%	-$248K	0.08%	117
2022 Q3	$1.2M	Hold	32,770	–	–	0.09%	101
2022 Q2	$1.13M	Buy	32,770 +530	+2%	+$20.3K	0.08%	112
2022 Q1	$1.24M	Sell	32,240 -10,095	-24%	-$371K	0.08%	119
2021 Q4	$1.39M	Hold	42,335	–	–	0.09%	110
2021 Q3	$1.41M	Buy	42,335 +8,260	+24%	+$276K	0.11%	102
2021 Q2	$1.24M	Sell	34,075 -340	-1%	-$11.7K	0.09%	108
2021 Q1	$1.05M	Buy	34,415 +10,990	+47%	+$321K	0.08%	114
2020 Q4	$601K	Buy	+23,425	New	+$563K	0.05%	144

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Alpha Cubed Investments's AMLP Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in Alerian MLP ETF (AMLP) in Q4 2025: 4,757 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in AMLP as recently as Q1 2025.

Alpha Cubed Investments first reported a position in AMLP in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.41M in Q3 2021. 777 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Alpha Cubed Investments held 4,757 shares of Alerian MLP ETF worth $224K as of Q4 2025.
Alerian MLP ETF was a new Alpha Cubed Investments position in Q4 2025.
Alerian MLP ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #264 holding.
Alpha Cubed Investments first reported a position in Alerian MLP ETF in Q4 2020 and has held it in 13 quarters since.
Alpha Cubed Investments's Alerian MLP ETF position peaked at $1.41M in Q3 2021.
777 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.