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Atticus Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-802
Closed -$39.2K – 217
2025
Q2 		$39.2K Buy
802
+45
+6% +$2.18K 0.01% 337
2025
Q1 		$39.3K Sell
757
-1,208
-61% -$62K 0.01% 251
2024
Q4 		$94.6K Buy
1,965
+8
+0.4% +$385 0.03% 170
2024
Q3 		$92.2K Buy
1,957
+9
+0.5% +$426 0.03% 175
2024
Q2 		$93.5K Buy
1,948
+348
+22% +$16.3K 0.03% 176
2024
Q1 		$76K Buy
1,600
+7
+0.4% +$314 0.02% 197
2023
Q4 		$67.7K Buy
1,593
+8
+0.5% +$339 0.02% 213
2023
Q3 		$66.9K Buy
1,585
+7
+0.4% +$287 0.03% 215
2023
Q2 		$61.9K Buy
1,578
+8
+0.5% +$310 0.02% 238
2023
Q1 		$60.7K Buy
1,570
+105
+7% +$4.12K 0.02% 230
2022
Q4 		$55.8K Sell
1,465
-630
-30% -$24.8K 0.02% 239
2022
Q3 		$72K Hold
2,095
– – 0.03% 198
2022
Q2 		$72K Buy
2,095
+295
+16% +$11.3K 0.03% 218
2022
Q1 		$69K Buy
1,800
+900
+100% +$33.1K 0.03% 220
2021
Q4 		$29K Sell
900
-580
-39% -$19.6K 0.01% 282
2021
Q3 		$49K Buy
1,480
+525
+55% +$17.5K 0.02% 236
2021
Q2 		$35K Sell
955
-345
-27% -$11.8K 0.02% 256
2021
Q1 		$40K Buy
1,300
+800
+160% +$23.4K 0.02% 230
2020
Q4 		$13K Sell
500
-800
-62% -$19.2K 0.01% 282
2020
Q3 		$26K Sell
1,300
-1,270
-49% -$29.4K 0.02% 213
2020
Q2 		$63K Hold
2,570
– – 0.04% 159
2020
Q1 		$44K Buy
2,570
+1,370
+114% +$46.4K 0.04% 173
2019
Q4 		$51K Buy
+1,200
New +$50.4K 0.03% 177

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Atticus Wealth Management's AMLP Position: Q3 2025 in Review

Atticus Wealth Management sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 802 shares — an estimated $39.2K sold.

Atticus Wealth Management first reported a position in AMLP in Q4 2019 and held it in 23 quarters. The position peaked at $94.6K in Q4 2024. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

  • Atticus Wealth Management reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 802 Alerian MLP ETF shares in Q3 2025, an estimated $39.2K.
  • Atticus Wealth Management first reported a position in Alerian MLP ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Alerian MLP ETF position peaked at $94.6K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.