Barometer Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Barometer Capital 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 Q2	–	Sell	-13,320	Closed	-$692K	–	182
2025 Q1	$692K	Buy	+13,320	New	+$684K	0.26%	34
2024 Q3	–	Sell	-6,620	Closed	-$318K	–	163
2024 Q2	$318K	Buy	6,620 +5,600	+549%	+$262K	0.12%	82
2024 Q1	$47.8K	Sell	1,020 -11,840	-92%	-$532K	0.01%	166
2023 Q4	$536K	Sell	12,860 -10,400	-45%	-$441K	0.15%	94
2023 Q3	$982K	Buy	+23,260	New	+$955K	0.31%	47
2022 Q4	–	Sell	-20,500	Closed	-$736K	–	123
2022 Q3	$736K	Buy	+20,500	New	+$780K	0.3%	46
2014 Q4	–	Sell	-15,260	Closed	-$1.46M	–	134
2014 Q3	$1.46M	Buy	+15,260	New	+$1.44M	0.12%	62
2014 Q1	–	Sell	-219,380	Closed	-$19.5M	–	99
2013 Q4	$19.5M	Buy	+219,380	New	+$19.2M	4.89%	7

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

Barometer Capital Management's AMLP Position: Q2 2025 in Review

Barometer Capital Management sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 13,320 shares — an estimated $692K sold.

Barometer Capital Management first reported a position in AMLP in Q4 2013 and held it in 8 quarters. The position peaked at $19.5M in Q4 2013. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Barometer Capital Management reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Barometer Capital Management sold 13,320 Alerian MLP ETF shares in Q2 2025, an estimated $692K.
Barometer Capital Management first reported a position in Alerian MLP ETF in Q4 2013 and held it in 8 quarters.
Barometer Capital Management's Alerian MLP ETF position peaked at $19.5M in Q4 2013.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Barometer Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.