BTS Asset Management’s Alerian MLP ETF AMLP Stock Holding History

BTS 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 Q1	–	Sell	-6,578	Closed	-$317K	–	36
2024 Q4	$317K	Buy	+6,578	New	+$316K	0.32%	23
2024 Q3	–	Sell	-7,165	Closed	-$344K	–	31
2024 Q2	$344K	Sell	7,165 -1,140	-14%	-$53.3K	0.32%	15
2024 Q1	$394K	Buy	8,305 +1,119	+16%	+$50.3K	0.33%	14
2023 Q4	$306K	Sell	7,186 -6,727	-48%	-$285K	0.23%	21
2023 Q3	$587K	Sell	13,913 -5	-0%	-$205	0.38%	15
2023 Q2	$546K	Sell	13,918 -329	-2%	-$12.8K	0.28%	22
2023 Q1	$551K	Sell	14,247 -3	-0%	-$118	0.32%	16
2022 Q4	$508K	Sell	14,250 -5,728	-29%	-$225K	0.22%	24
2022 Q3	$733K	Buy	19,978 +4,790	+32%	+$182K	2.31%	15
2022 Q2	$523K	Sell	15,188 -38	-0.2%	-$1.46K	1.17%	24
2022 Q1	$583K	Buy	15,226 +248	+2%	+$9.12K	0.18%	18
2021 Q4	$491K	Buy	14,978 +3,065	+26%	+$104K	0.18%	19
2021 Q3	$397K	Buy	+11,913	New	+$398K	0.09%	18

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 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

BTS Asset Management's AMLP Position: Q1 2025 in Review

BTS Asset Management sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 6,578 shares — an estimated $317K sold.

BTS Asset Management first reported a position in AMLP in Q3 2021 and held it in 13 quarters. The position peaked at $733K in Q3 2022. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

BTS Asset Management reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
BTS Asset Management sold 6,578 Alerian MLP ETF shares in Q1 2025, an estimated $317K.
BTS Asset Management first reported a position in Alerian MLP ETF in Q3 2021 and held it in 13 quarters.
BTS Asset Management's Alerian MLP ETF position peaked at $733K in Q3 2022.
737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on BTS Asset Management's 13F filing for Q1 2025, filed 16 Apr 2025.