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Financial Perspectives’s Alerian MLP ETF AMLP Stock Holding History

Financial Perspectives’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
-408
Closed -$19.1K – 717
2025
Q3 		$19.1K Hold
408
– – 0.01% 436
2025
Q2 		$19.9K Hold
408
– – 0.01% 416
2025
Q1 		$21.2K Hold
408
– – 0.01% 405
2024
Q4 		$19.6K Buy
+408
New +$19.6K 0.01% 409

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Perspectives's AMLP Position: Q4 2025 in Review

Financial Perspectives sold out of Alerian MLP ETF (AMLP) in Q4 2025, closing a stake of 408 shares — an estimated $19.1K sold.

Financial Perspectives first reported a position in AMLP in Q4 2024 and held it in 4 quarters. The position peaked at $21.2K in Q1 2025. 778 funds tracked by Wall St. Rank hold AMLP as of Q4 2025.

  • Financial Perspectives reported no remaining Alerian MLP ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Perspectives sold 408 Alerian MLP ETF shares in Q4 2025, an estimated $19.1K.
  • Financial Perspectives first reported a position in Alerian MLP ETF in Q4 2024 and held it in 4 quarters.
  • Financial Perspectives's Alerian MLP ETF position peaked at $21.2K in Q1 2025.
  • 778 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2025.

Based on Financial Perspectives's 13F filing for Q4 2025, filed 28 Jan 2026.