Baker Avenue Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Baker Avenue Asset 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	-34,795	Closed	-$1.7M	–	630
2025 Q2	$1.7M	Buy	+34,795	New	+$1.69M	0.05%	201
2023 Q4	–	Sell	-64	Closed	-$2.69K	–	423
2023 Q3	$2.69K	Sell	64 -278	-81%	-$11.4K	﹤0.01%	1073
2023 Q2	$13.4K	Buy	+342	New	+$13.3K	﹤0.01%	700
2018 Q4	–	Sell	-2,110	Closed	-$113K	–	249
2018 Q3	$113K	Hold	2,110	–	–	0.01%	250
2018 Q2	$107K	Buy	+2,110	New	+$107K	0.01%	240

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Baker Avenue Asset Management's AMLP Position: Q3 2025 in Review

Baker Avenue Asset Management sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 34,795 shares — an estimated $1.7M sold.

Baker Avenue Asset Management first reported a position in AMLP in Q2 2018 and held it in 5 quarters. The position peaked at $1.7M in Q2 2025. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Baker Avenue Asset Management reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 34,795 Alerian MLP ETF shares in Q3 2025, an estimated $1.7M.
Baker Avenue Asset Management first reported a position in Alerian MLP ETF in Q2 2018 and held it in 5 quarters.
Baker Avenue Asset Management's Alerian MLP ETF position peaked at $1.7M in Q2 2025.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Baker Avenue Asset Management's 13F filing for Q3 2025, filed 31 Oct 2025.