Crossmark Global Holdings’s Alerian MLP ETF AMLP Stock Holding History

Crossmark Global Holdings’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	–	Sell	-10,903	Closed	-$512K	–	1230
2025 Q3	$512K	Buy	10,903 +555	+5%	+$26.8K	0.01%	891
2025 Q2	$506K	Buy	10,348 +235	+2%	+$11.4K	0.01%	884
2025 Q1	$525K	Buy	+10,113	New	+$519K	0.01%	859
2017 Q4	–	Sell	-2,438	Closed	-$137K	–	1645
2017 Q3	$137K	Buy	+2,438	New	+$139K	﹤0.01%	1600
2016 Q3	$137K	Buy	+2,438	New	+$154K	﹤0.01%	1600

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

Crossmark Global Holdings's AMLP Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 10,903 shares — an estimated $512K sold.

Crossmark Global Holdings first reported a position in AMLP in Q3 2016 and held it in 5 quarters. The position peaked at $525K in Q1 2025. 775 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

Crossmark Global Holdings reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 10,903 Alerian MLP ETF shares in Q4 2025, an estimated $512K.
Crossmark Global Holdings first reported a position in Alerian MLP ETF in Q3 2016 and held it in 5 quarters.
Crossmark Global Holdings's Alerian MLP ETF position peaked at $525K in Q1 2025.
775 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.