Atria Wealth Solutions’s Alerian MLP ETF AMLP Stock Holding History

Atria Wealth Solutions’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 Q2	$803K	Sell	16,419 -43,691	-73%	-$2.12M	0.02%	731
2025 Q1	$3.12M	Buy	60,110 +21,772	+57%	+$1.12M	0.04%	484
2024 Q4	$1.85M	Sell	38,338 -10,013	-21%	-$481K	0.02%	676
2024 Q3	$2.28M	Sell	48,351 -6,988	-13%	-$331K	0.02%	586
2024 Q2	$2.66M	Buy	55,339 +10,461	+23%	+$489K	0.03%	536
2024 Q1	$2.13M	Buy	44,878 +1,175	+3%	+$52.8K	0.02%	619
2023 Q4	$1.86M	Buy	43,703 +757	+2%	+$32.1K	0.02%	624
2023 Q3	$1.81M	Sell	42,946 -5,350	-11%	-$220K	0.03%	593
2023 Q2	$1.89M	Sell	48,296 -4,882	-9%	-$189K	0.03%	588
2023 Q1	$2.06M	Sell	53,178 -2,986	-5%	-$117K	0.03%	530
2022 Q4	$2.14M	Buy	56,164 +4,635	+9%	+$182K	0.03%	491
2022 Q3	$1.88M	Sell	51,529 -714	-1%	-$27.2K	0.03%	505
2022 Q2	$1.8M	Buy	52,243 +10,198	+24%	+$391K	0.03%	483
2022 Q1	$1.61M	Buy	+42,045	New	+$1.55M	0.03%	552

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

Atria Wealth Solutions's AMLP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Alerian MLP ETF (AMLP) stake by 73% in Q2 2025, selling an estimated $2.12M and leaving 16,419 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #731.

Atria Wealth Solutions first reported a position in AMLP in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.12M in Q1 2025. 740 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Atria Wealth Solutions held 16,419 shares of Alerian MLP ETF worth $803K as of Q2 2025.
Atria Wealth Solutions sold 43,691 Alerian MLP ETF shares in Q2 2025, an estimated $2.12M.
Alerian MLP ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #731 holding.
Atria Wealth Solutions first reported a position in Alerian MLP ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Alerian MLP ETF position peaked at $3.12M in Q1 2025.
740 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.