Eagle Strategies’s Alerian MLP ETF AMLP Stock Holding History

Eagle Strategies’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
2026 Q1	$6.31M	Sell	119,783 -3,860	-3%	-$197K	0.75%	37
2025 Q4	$5.81M	Buy	123,643 +10,786	+10%	+$505K	0.74%	38
2025 Q3	$5.3M	Buy	112,857 +6,566	+6%	+$317K	0.71%	39
2025 Q2	$5.19M	Buy	106,291 +4,112	+4%	+$199K	0.79%	37
2025 Q1	$5.31M	Sell	102,179 -1,553	-1%	-$79.7K	0.92%	32
2024 Q4	$5M	Buy	103,732 +7,398	+8%	+$356K	0.86%	33
2024 Q3	$4.54M	Sell	96,334 -18,170	-16%	-$859K	0.82%	38
2024 Q2	$5.49M	Buy	114,504 +102,536	+857%	+$4.79M	1.05%	29
2024 Q1	$568K	Sell	11,968 -75,549	-86%	-$3.39M	0.13%	148
2023 Q4	$3.72M	Buy	87,517 +2,197	+3%	+$93.2K	0.8%	36
2023 Q3	$3.6M	Buy	85,320 +3,921	+5%	+$161K	0.89%	28
2023 Q2	$3.19M	Buy	81,399 +5,146	+7%	+$200K	0.78%	33
2023 Q1	$2.95M	Buy	76,253 +8,351	+12%	+$327K	0.74%	36
2022 Q4	$2.59M	Buy	+67,902	New	+$2.67M	0.77%	37

Other funds holding AMLP

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Creative Planning

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