Flaharty Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Flaharty Asset 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	-21,914	Closed	-$1.14M	–	146
2025 Q1	$1.14M	Buy	21,914 +717	+3%	+$36.8K	0.16%	43
2024 Q4	$1.02M	Buy	21,197 +97	+0.5%	+$4.66K	0.15%	48
2024 Q3	$994K	Sell	21,100 -15,026	-42%	-$711K	0.14%	50
2024 Q2	$1.73M	Sell	36,126 -583	-2%	-$27.2K	0.26%	37
2024 Q1	$1.74M	Sell	36,709 -954	-3%	-$42.9K	0.26%	38
2023 Q4	$1.6M	Buy	37,663 +2,559	+7%	+$109K	0.25%	38
2023 Q3	$1.48M	Buy	35,104 +8,408	+31%	+$345K	0.25%	37
2023 Q2	$1.05M	Buy	26,696 +2,289	+9%	+$88.8K	0.18%	44
2023 Q1	$943K	Buy	24,407 +2,580	+12%	+$101K	0.17%	46
2022 Q4	$831K	Buy	21,827 +2,197	+11%	+$86.4K	0.16%	50
2022 Q3	$718K	Buy	19,630 +8,360	+74%	+$318K	0.15%	53
2022 Q2	$388K	Buy	+11,270	New	+$433K	0.08%	72
2020 Q1	–	Sell	-2,030	Closed	-$86K	–	63
2019 Q4	$86K	Hold	2,030	–	–	0.03%	74
2019 Q3	$93K	Sell	2,030 -200	-9%	-$9.46K	0.04%	72
2019 Q2	$110K	Buy	+2,230	New	+$110K	0.04%	67

Other funds holding AMLP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Flaharty Asset Management's AMLP Position: Q2 2025 in Review

Flaharty Asset Management sold out of Alerian MLP ETF (AMLP) in Q2 2025, closing a stake of 21,914 shares — an estimated $1.14M sold.

Flaharty Asset Management first reported a position in AMLP in Q2 2019 and held it in 15 quarters. The position peaked at $1.74M in Q1 2024. 739 funds tracked by Wall St. Rank hold AMLP as of Q2 2025.

Flaharty Asset Management reported no remaining Alerian MLP ETF position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 21,914 Alerian MLP ETF shares in Q2 2025, an estimated $1.14M.
Flaharty Asset Management first reported a position in Alerian MLP ETF in Q2 2019 and held it in 15 quarters.
Flaharty Asset Management's Alerian MLP ETF position peaked at $1.74M in Q1 2024.
739 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.