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

Creekmur 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 Q3	$118	Sell	3 -1	-25%	-$48	﹤0.01%	719
2025 Q2	$191	Hold	4	–	–	﹤0.01%	710
2025 Q1	$199	Hold	4	–	–	﹤0.01%	662
2024 Q4	$202	Sell	4 -1	-20%	-$48	﹤0.01%	789
2024 Q3	$222	Sell	5 -106	-95%	-$5.01K	﹤0.01%	859
2024 Q2	$5.32K	Sell	111 -1,946	-95%	-$90.9K	﹤0.01%	578
2024 Q1	$97.6K	Sell	2,057 -2,312	-53%	-$104K	0.03%	176
2023 Q4	$186K	Buy	+4,369	New	+$185K	0.06%	145

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

Creekmur Asset Management's AMLP Position: Q3 2025 in Review

Creekmur Asset Management reduced its Alerian MLP ETF (AMLP) stake by 25% in Q3 2025, selling an estimated $48 and leaving 3 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Creekmur Asset Management first reported a position in AMLP in Q4 2023 and has held it in 8 quarters since. The position peaked at $186K in Q4 2023. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Creekmur Asset Management held 3 shares of Alerian MLP ETF worth $118 as of Q3 2025.
Creekmur Asset Management sold 1 Alerian MLP ETF share in Q3 2025, an estimated $48.
Alerian MLP ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #719 holding.
Creekmur Asset Management first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Alerian MLP ETF position peaked at $186K in Q4 2023.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.