Aveo Capital Partners’s Alerian MLP ETF AMLP Stock Holding History

Aveo Capital Partners’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	–	Sell	-8,558	Closed	-$410K	–	8
2025 Q1	$410K	Sell	8,558 -2,423	-22%	-$124K	0.07%	127
2024 Q4	$529K	Buy	10,981 +36	+0.3%	+$1.73K	0.06%	198
2024 Q3	$516K	Sell	10,945 -15,754	-59%	-$745K	0.05%	194
2024 Q2	$1.28M	Buy	26,699 +6,951	+35%	+$325K	0.15%	111
2024 Q1	$934K	Buy	19,748 +1,473	+8%	+$66.2K	0.1%	145
2023 Q4	$777K	Sell	18,275 -160,245	-90%	-$6.79M	0.09%	154
2023 Q3	$7.53M	Sell	178,520 -9,343	-5%	-$383K	0.99%	22
2023 Q2	$7.37M	Buy	187,863 +27,402	+17%	+$1.06M	0.93%	27
2023 Q1	$6.2M	Sell	160,461 -7,249	-4%	-$284K	0.83%	33
2022 Q4	$6.38M	Buy	167,710 +71,973	+75%	+$2.83M	0.96%	25
2022 Q3	$3.5M	Buy	95,737 +2,923	+3%	+$111K	0.6%	38
2022 Q2	$3.2M	Buy	92,814 +84,172	+974%	+$3.23M	0.52%	54
2022 Q1	$331K	Buy	+8,642	New	+$318K	0.06%	213
2020 Q2	–	Sell	-7,386	Closed	-$127K	–	62
2020 Q1	$127K	Buy	7,386 +446	+6%	+$15.1K	0.06%	148
2019 Q4	$295K	Sell	6,940 -69	-1%	-$2.9K	0.12%	142
2019 Q3	$307K	Buy	7,009 +29	+0.4%	+$1.37K	0.13%	127
2019 Q2	$353K	Buy	6,980 +110	+2%	+$5.44K	0.15%	118
2019 Q1	$345K	Sell	6,870 -261	-4%	-$12.8K	0.16%	104
2018 Q4	$311K	Buy	7,131 +608	+9%	+$29.8K	0.16%	89
2018 Q3	$341K	Sell	6,523 -140	-2%	-$7.55K	0.15%	88
2018 Q2	$336K	Buy	6,663 +299	+5%	+$15.2K	0.15%	96
2018 Q1	$298K	Sell	6,364 -473	-7%	-$25.3K	0.12%	106
2017 Q4	$369K	Sell	6,837 -311	-4%	-$16.6K	0.12%	85
2017 Q3	$401K	Sell	7,148 -59	-0.8%	-$3.37K	0.14%	80
2017 Q2	$431K	Buy	7,207 +3,566	+98%	+$217K	0.15%	69
2017 Q1	$231K	Sell	3,641 -21,673	-86%	-$1.39M	0.08%	106
2016 Q4	$1.59M	Buy	+25,314	New	+$1.56M	0.45%	34

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

Aveo Capital Partners's AMLP Position: Q2 2025 in Review

Aveo Capital Partners sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 8,558 shares — an estimated $410K sold.

Aveo Capital Partners first reported a position in AMLP in Q4 2016 and held it in 27 quarters. The position peaked at $7.53M in Q3 2023. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Aveo Capital Partners reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 8,558 Alerian MLP ETF shares in Q2 2025, an estimated $410K.
Aveo Capital Partners first reported a position in Alerian MLP ETF in Q4 2016 and held it in 27 quarters.
Aveo Capital Partners's Alerian MLP ETF position peaked at $7.53M in Q3 2023.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.