CIBC Private Wealth Group’s Alerian MLP ETF AMLP Stock Holding History

CIBC Private Wealth Group’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 Q4	$1.78M	Buy	37,917 +7,566	+25%	+$354K	﹤0.01%	601
2025 Q3	$1.42M	Buy	30,351 +1,499	+5%	+$72.5K	﹤0.01%	634
2025 Q2	$1.41M	Hold	28,852	–	–	﹤0.01%	616
2025 Q1	$1.3M	Buy	28,852 +6,340	+28%	+$326K	﹤0.01%	608
2024 Q4	$1.11M	Buy	22,512 +13,719	+156%	+$659K	﹤0.01%	671
2024 Q3	$414K	Buy	8,793 +2,362	+37%	+$112K	﹤0.01%	926
2024 Q2	$310K	Buy	6,431 +1,923	+43%	+$89.9K	﹤0.01%	945
2024 Q1	$214K	Sell	4,508 -214	-5%	-$9.61K	﹤0.01%	1090
2023 Q4	$201K	Sell	4,722 -1,231	-21%	-$52.2K	﹤0.01%	1072
2023 Q3	$251K	Buy	+5,953	New	+$244K	﹤0.01%	928
2023 Q2	–	Sell	-30,415	Closed	-$1.18M	–	878
2023 Q1	$1.18M	Buy	30,415 +4,016	+15%	+$157K	﹤0.01%	585
2022 Q4	$982K	Buy	+26,399	New	+$1.04M	﹤0.01%	532
2022 Q2	–	Sell	-111	Closed	-$4K	–	1193
2022 Q1	$4K	Buy	+111	New	+$4.08K	﹤0.01%	1193
2021 Q1	–	Sell	-77,374	Closed	-$1.99M	–	1022
2020 Q4	$1.99M	Buy	+77,374	New	+$1.86M	0.01%	518
2020 Q2	–	Sell	-8,313	Closed	-$143K	–	599
2020 Q1	$143K	Sell	8,313 -1,113	-12%	-$37.7K	﹤0.01%	810
2019 Q4	$401K	Sell	9,426 -11,962	-56%	-$502K	﹤0.01%	741
2019 Q3	$977K	Buy	21,388 +190	+0.9%	+$8.99K	﹤0.01%	572
2019 Q2	$1.04M	Buy	21,198 +1,637	+8%	+$81K	﹤0.01%	570
2019 Q1	$981K	Buy	19,561 +155	+0.8%	+$7.6K	﹤0.01%	593
2018 Q4	$847K	Sell	19,406 -132	-0.7%	-$6.47K	﹤0.01%	592
2018 Q3	$1.04M	Buy	19,538 +10,760	+123%	+$580K	﹤0.01%	652
2018 Q2	$443K	Sell	8,778 -2,662	-23%	-$135K	﹤0.01%	799
2018 Q1	$536K	Sell	11,440 -12,914	-53%	-$690K	﹤0.01%	770
2017 Q4	$1.31M	Sell	24,354 -8,943	-27%	-$478K	0.01%	604
2017 Q3	$1.87M	Buy	+33,297	New	+$1.9M	0.01%	508

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CIBC Private Wealth Group's AMLP Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Alerian MLP ETF (AMLP) stake by 25% in Q4 2025, buying an estimated $354K and bringing the position to 37,917 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #601.

CIBC Private Wealth Group first reported a position in AMLP in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.99M in Q4 2020. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

CIBC Private Wealth Group held 37,917 shares of Alerian MLP ETF worth $1.78M as of Q4 2025.
CIBC Private Wealth Group bought 7,566 Alerian MLP ETF shares in Q4 2025, an estimated $354K.
Alerian MLP ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #601 holding.
CIBC Private Wealth Group first reported a position in Alerian MLP ETF in Q3 2017 and has held it in 25 quarters since.
CIBC Private Wealth Group's Alerian MLP ETF position peaked at $1.99M in Q4 2020.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.