BAAM
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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

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Bank of America
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return