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Financial Advocates Investment Management’s Alerian MLP ETF AMLP Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-58,082
Closed -$3.02M – 631
2025
Q1 		$3.02M Sell
58,082
-1,243
-2% -$63.8K 0.21% 111
2024
Q4 		$2.86M Buy
59,325
+3,441
+6% +$165K 0.16% 140
2024
Q3 		$2.63M Sell
55,884
-20,597
-27% -$974K 0.15% 148
2024
Q2 		$3.67M Buy
76,481
+4,025
+6% +$188K 0.23% 100
2024
Q1 		$3.44M Buy
72,456
+13,790
+24% +$619K 0.2% 118
2023
Q4 		$2.49M Buy
58,666
+17,952
+44% +$761K 0.16% 140
2023
Q3 		$1.72M Buy
40,714
+19,760
+94% +$811K 0.12% 184
2023
Q2 		$822K Sell
20,954
-324
-2% -$12.6K 0.06% 303
2023
Q1 		$822K Buy
21,278
+13,922
+189% +$546K 0.06% 324
2022
Q4 		$280K Buy
+7,356
New +$289K 0.02% 576
2022
Q3 		– Sell
-31,206
Closed -$1.07M – 750
2022
Q2 		$1.07M Buy
31,206
+10,897
+54% +$418K 0.09% 251
2022
Q1 		$778K Buy
20,309
+3,545
+21% +$130K 0.05% 349
2021
Q4 		$549K Buy
16,764
+13,103
+358% +$444K 0.03% 462
2021
Q3 		$209K Buy
+3,661
New +$122K 0.01% 693
2018
Q4 		– Sell
-3,917
Closed -$209K – 426
2018
Q3 		$209K Sell
3,917
-1,287
-25% -$69.4K 0.02% 473
2018
Q2 		$262K Sell
5,204
-247
-5% -$12.5K 0.03% 402
2018
Q1 		$255K Sell
5,451
-1,388
-20% -$74.2K 0.03% 398
2017
Q4 		$369K Buy
+6,839
New +$366K 0.05% 313

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Advocates Investment Management's AMLP Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 58,082 shares — an estimated $3.02M sold.

Financial Advocates Investment Management first reported a position in AMLP in Q4 2017 and held it in 18 quarters. The position peaked at $3.67M in Q2 2024. 740 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 58,082 Alerian MLP ETF shares in Q2 2025, an estimated $3.02M.
  • Financial Advocates Investment Management first reported a position in Alerian MLP ETF in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's Alerian MLP ETF position peaked at $3.67M in Q2 2024.
  • 740 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.