Avantax Advisory Services’s Alerian MLP ETF AMLP Stock Holding History

Avantax Advisory Services’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	$2.9M	Buy	59,356 +2,554	+4%	+$124K	0.02%	632
2025 Q1	$2.95M	Buy	56,802 +7,895	+16%	+$405K	0.02%	583
2024 Q4	$2.36M	Buy	48,907 +11,443	+31%	+$550K	0.01%	641
2024 Q3	$1.77M	Buy	37,464 +4,836	+15%	+$229K	0.01%	763
2024 Q2	$1.57M	Buy	32,628 +2,836	+10%	+$133K	0.01%	758
2024 Q1	$1.41M	Buy	29,792 +5,207	+21%	+$234K	0.01%	640
2023 Q4	$1.05M	Buy	24,585 +2,330	+10%	+$98.8K	0.01%	694
2023 Q3	$939K	Sell	22,255 -2,801	-11%	-$115K	0.01%	718
2023 Q2	$982K	Buy	25,056 +670	+3%	+$26K	0.01%	681
2023 Q1	$943K	Buy	24,386 +2,137	+10%	+$83.8K	0.01%	681
2022 Q4	$847K	Sell	22,249 -1,963	-8%	-$77.2K	0.01%	685
2022 Q3	$885K	Sell	24,212 -358	-1%	-$13.6K	0.01%	595
2022 Q2	$846K	Buy	24,570 +2,007	+9%	+$77K	0.01%	599
2022 Q1	$861K	Buy	22,563 +1,524	+7%	+$56.1K	0.01%	591
2021 Q4	$689K	Buy	21,039 +607	+3%	+$20.6K	0.01%	646
2021 Q3	$686K	Buy	20,432 +663	+3%	+$22.1K	0.01%	597
2021 Q2	$719K	Buy	19,769 +1,405	+8%	+$48.2K	0.01%	565
2021 Q1	$556K	Sell	18,364 -45	-0.2%	-$1.31K	0.01%	591
2020 Q4	$474K	Sell	18,409 -23,819	-56%	-$572K	0.01%	570
2020 Q3	$837K	Buy	42,228 +22,795	+117%	+$527K	0.01%	589
2020 Q2	$474K	Sell	19,433 -29,680	-60%	-$727K	0.01%	496
2020 Q1	$846K	Buy	49,113 +4,587	+10%	+$155K	0.03%	328
2019 Q4	$1.89M	Buy	44,526 +24,210	+119%	+$1.02M	0.04%	219
2019 Q3	$925K	Buy	20,316 +9,943	+96%	+$470K	0.04%	222
2019 Q2	$511K	Buy	10,373 +1,169	+13%	+$57.8K	0.02%	292
2019 Q1	$462K	Buy	9,204 +16	+0.2%	+$784	0.02%	285
2018 Q4	$401K	Buy	+9,188	New	+$451K	0.07%	254

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's AMLP Position: Q2 2025 in Review

Avantax Advisory Services increased its Alerian MLP ETF (AMLP) stake by 4.5% in Q2 2025, buying an estimated $124K and bringing the position to 59,356 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #632.

Avantax Advisory Services first reported a position in AMLP in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.95M in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Avantax Advisory Services held 59,356 shares of Alerian MLP ETF worth $2.9M as of Q2 2025.
Avantax Advisory Services bought 2,554 Alerian MLP ETF shares in Q2 2025, an estimated $124K.
Alerian MLP ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #632 holding.
Avantax Advisory Services first reported a position in Alerian MLP ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Alerian MLP ETF position peaked at $2.95M in Q1 2025.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.