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EPIQ Capital Group’s Alerian MLP ETF AMLP Stock Holding History

EPIQ Capital 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
2024
Q4 		$407K Buy
8,459
+165
+2% +$7.93K 0.11% 51
2024
Q3 		$391K Buy
+8,294
New +$392K 0.11% 49

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPIQ Capital Group's AMLP Position: Q4 2024 in Review

EPIQ Capital Group increased its Alerian MLP ETF (AMLP) stake by 2% in Q4 2024, buying an estimated $7.93K and bringing the position to 8,459 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #51.

EPIQ Capital Group first reported a position in AMLP in Q3 2024 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold AMLP as of Q4 2024.

  • EPIQ Capital Group held 8,459 shares of Alerian MLP ETF worth $407K as of Q4 2024.
  • EPIQ Capital Group bought 165 Alerian MLP ETF shares in Q4 2024, an estimated $7.93K.
  • Alerian MLP ETF made up 0.11% of EPIQ Capital Group's portfolio in Q4 2024, its #51 holding.
  • EPIQ Capital Group first reported a position in Alerian MLP ETF in Q3 2024 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.