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

Avior 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
Q4 		– Sell
-5,920
Closed -$278K – 742
2025
Q3 		$278K Buy
5,920
+643
+12% +$31.1K 0.01% 616
2025
Q2 		$258K Sell
5,277
-5,874
-53% -$285K 0.01% 609
2025
Q1 		$579K Buy
11,151
+65
+0.6% +$3.34K 0.02% 367
2024
Q4 		$534K Buy
11,086
+1,311
+13% +$63K 0.02% 427
2024
Q3 		$461K Buy
9,775
+46
+0.5% +$2.18K 0.02% 471
2024
Q2 		$467K Buy
9,729
+337
+4% +$15.7K 0.02% 452
2024
Q1 		$446K Buy
9,392
+9,344
+19,467% +$420K 0.02% 486
2023
Q4 		$2.07K Sell
48
-406
-89% -$17.2K ﹤0.01% 1299
2023
Q3 		$19.2K Sell
454
-3,752
-89% -$154K ﹤0.01% 944
2023
Q2 		$165K Sell
4,206
-1,011
-19% -$39.2K 0.01% 563
2023
Q1 		$202K Buy
5,217
+4,766
+1,057% +$187K 0.01% 525
2022
Q4 		$17.2K Sell
451
-157
-26% -$6.17K ﹤0.01% 775
2022
Q3 		$22K Buy
608
+565
+1,314% +$21.5K ﹤0.01% 725
2022
Q2 		$1K Buy
43
+1
+2% +$38 ﹤0.01% 970
2022
Q1 		$1K Buy
42
+1
+2% +$37 ﹤0.01% 1008
2021
Q4 		$1K Sell
41
-99
-71% -$3.35K ﹤0.01% 998
2021
Q3 		$4K Hold
140
– – ﹤0.01% 866
2021
Q2 		$5K Buy
140
+1
+0.7% +$34 ﹤0.01% 810
2021
Q1 		$4K Buy
139
+1
+0.7% +$29 ﹤0.01% 843
2020
Q4 		$3K Buy
138
+1
+0.7% +$24 ﹤0.01% 828
2020
Q3 		$2K Sell
137
-224
-62% -$5.18K ﹤0.01% 812
2020
Q2 		$8K Buy
361
+36
+11% +$882 ﹤0.01% 686
2020
Q1 		$5K Hold
325
– – ﹤0.01% 625
2019
Q4 		$13K Buy
325
+100
+44% +$4.2K ﹤0.01% 572
2019
Q3 		$10K Buy
+225
New +$10.6K ﹤0.01% 581
2017
Q3 		– Sell
-108
Closed -$6K – 494
2017
Q2 		$6K Buy
+108
New +$6.58K ﹤0.01% 353

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Avior Wealth Management's AMLP Position: Q4 2025 in Review

Avior Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 5,920 shares — an estimated $278K sold.

Avior Wealth Management first reported a position in AMLP in Q2 2017 and held it in 26 quarters. The position peaked at $579K in Q1 2025. 777 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

  • Avior Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,920 Alerian MLP ETF shares in Q4 2025, an estimated $278K.
  • Avior Wealth Management first reported a position in Alerian MLP ETF in Q2 2017 and held it in 26 quarters.
  • Avior Wealth Management's Alerian MLP ETF position peaked at $579K in Q1 2025.
  • 777 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.