Empire Financial Management Company’s Alerian MLP ETF AMLP Stock Holding History

Empire Financial Management Company’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	$569K	Hold	10,800	–	–	0.13%	146
2025 Q4	$508K	Hold	10,800	–	–	0.11%	154
2025 Q3	$507K	Hold	10,800	–	–	0.12%	155
2025 Q2	$528K	Hold	10,800	–	–	0.15%	142
2025 Q1	$561K	Hold	10,800	–	–	0.17%	133
2024 Q4	$520K	Hold	10,800	–	–	0.16%	143
2024 Q3	$509K	Hold	10,800	–	–	0.16%	146
2024 Q2	$518K	Hold	10,800	–	–	0.17%	138
2024 Q1	$513K	Hold	10,800	–	–	0.17%	139
2023 Q4	$459K	Hold	10,800	–	–	0.18%	137
2023 Q3	$456K	Hold	10,800	–	–	0.2%	129
2023 Q2	$423K	Hold	10,800	–	–	0.17%	132
2023 Q1	$417K	Buy	+10,800	New	+$423K	0.17%	134

Other funds holding AMLP

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Bank of America

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

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

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 $570B AUM 27.57% 1-Year Est. Return

Creative Planning

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