Burton Enright Welch’s Alerian MLP ETF AMLP Stock Holding History

Burton Enright Welch’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
2024 Q3	–	Sell	-8,782	Closed	-$421K	–	94
2024 Q2	$421K	Buy	+8,782	New	+$410K	0.1%	68

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Burton Enright Welch's AMLP Position: Q3 2024 in Review

Burton Enright Welch sold out of Alerian MLP ETF (AMLP) in Q3 2024, closing a stake of 8,782 shares — an estimated $421K sold.

Burton Enright Welch first reported a position in AMLP in Q2 2024 and held it in 1 quarter. The position peaked at $421K in Q2 2024. 653 funds tracked by Wall St. Rank hold AMLP as of Q3 2024.

Burton Enright Welch reported no remaining Alerian MLP ETF position as of Q3 2024 after selling out during the quarter.
Burton Enright Welch sold 8,782 Alerian MLP ETF shares in Q3 2024, an estimated $421K.
Burton Enright Welch first reported a position in Alerian MLP ETF in Q2 2024 and held it in 1 quarter.
Burton Enright Welch's Alerian MLP ETF position peaked at $421K in Q2 2024.
653 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2024.

Based on Burton Enright Welch's 13F filing for Q3 2024, filed 9 Mar 2026.