BOK Financial Private Wealth’s Alerian MLP ETF AMLP Stock Holding History

BOK Financial Private Wealth’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	-154	Closed	-$7.53K	–	383
2025 Q2	$7.53K	Sell	154 -2,646	-95%	-$128K	﹤0.01%	376
2025 Q1	$145K	Buy	+2,800	New	+$144K	0.01%	192
2023 Q2	–	Sell	-221	Closed	-$8.54K	–	361
2023 Q1	$8.54K	Buy	+221	New	+$8.66K	﹤0.01%	345
2020 Q2	–	Sell	-11,176	Closed	-$192K	–	163
2020 Q1	$192K	Sell	11,176 -10,134	-48%	-$343K	0.02%	180
2019 Q4	$906K	Buy	+21,310	New	+$895K	0.08%	106
2017 Q4	–	Sell	-2,580	Closed	-$145K	–	122
2017 Q3	$145K	Sell	2,580 -316	-11%	-$18.1K	0.02%	125
2017 Q2	$173K	Sell	2,896 -1,229	-30%	-$74.9K	0.03%	136
2017 Q1	$262K	Sell	4,125 -1,687	-29%	-$108K	0.04%	113
2016 Q4	$366K	Sell	5,812 -2,058	-26%	-$127K	0.06%	93
2016 Q3	$499K	Sell	7,870 -274	-3%	-$17.3K	0.08%	82
2016 Q2	$518K	Buy	+8,144	New	+$491K	0.08%	75

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

BOK Financial Private Wealth's AMLP Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 154 shares — an estimated $7.53K sold.

BOK Financial Private Wealth first reported a position in AMLP in Q2 2016 and held it in 11 quarters. The position peaked at $906K in Q4 2019. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

BOK Financial Private Wealth reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 154 Alerian MLP ETF shares in Q3 2025, an estimated $7.53K.
BOK Financial Private Wealth first reported a position in Alerian MLP ETF in Q2 2016 and held it in 11 quarters.
BOK Financial Private Wealth's Alerian MLP ETF position peaked at $906K in Q4 2019.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.