B&D White Capital Company’s Alerian MLP ETF AMLP Stock Holding History

B&D White Capital Company’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	-304,679	Closed	-$15.8M	–	78
2025 Q1	$15.8M	Buy	304,679 +254,679	+509%	+$13.1M	2.33%	12
2024 Q4	$2.41M	Buy	+50,000	New	+$2.4M	0.41%	25
2023 Q2	–	Sell	-237,440	Closed	-$9.18M	–	62
2023 Q1	$9.18M	Sell	237,440 -771	-0.3%	-$30.2K	3.11%	6
2022 Q4	$9.07M	Sell	238,211 -7,175	-3%	-$282K	2.27%	12
2022 Q3	$8.97M	Buy	245,386 +5,702	+2%	+$217K	3.36%	7
2022 Q2	$8.26M	Buy	239,684 +93,447	+64%	+$3.59M	3.51%	7
2022 Q1	$5.6M	Buy	+146,237	New	+$5.38M	1.78%	8

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

B&D White Capital Company's AMLP Position: Q2 2025 in Review

B&D White Capital Company sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 304,679 shares — an estimated $15.8M sold.

B&D White Capital Company first reported a position in AMLP in Q1 2022 and held it in 7 quarters. The position peaked at $15.8M in Q1 2025. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

B&D White Capital Company reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
B&D White Capital Company sold 304,679 Alerian MLP ETF shares in Q2 2025, an estimated $15.8M.
B&D White Capital Company first reported a position in Alerian MLP ETF in Q1 2022 and held it in 7 quarters.
B&D White Capital Company's Alerian MLP ETF position peaked at $15.8M in Q1 2025.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on B&D White Capital Company's 13F filing for Q2 2025, filed 13 Aug 2025.